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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| CT | RA | APPROVED | 2019-07-02 |
Branch Locations
1212 Troy Schenectady Road, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Albany | NY | 08/2017 | 10/2017 |
| Hsbc Bank/First Niagara Bank/Keybank | Schenectady | NY | 12/2010 | 10/2017 |
| Morgan Stanley Smith Barney Llc | Latham | NY | 10/2017 | Present |
(1) 331639 - Awnpoint Awning LLC; Not Investment Related; Schenectady, NY; Manufacturing; Employee; Start 01-June-2012; During Business Hours: 0; After Business Hours: 30; Administrative, Accounting/Bookkeeping, Labor/Service (2) 668747 - April and Sean Wilson; Investment Related; Schenectady, NY; Rental Property; Sole Proprietor/Owner; Start 14-November-2025; During business hours: 0; After business hours: 2; Property Management, Accounting/Bookkeeping, Administrative; My husband and I will own the property next door to us and rent it to my daughter and her husband.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-01 |
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