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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-10 |
Branch Locations
24 Century Hill Drive Suite 105, Latham, NY 12110 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch. Pierce, Fenner, & Smith Incorporated | Albany | NY | 08/2015 | 12/2022 |
| Bank Of America | Albany | NY | 08/2015 | 12/2017 |
| Fidelity Investments | Albany | NY | 01/2023 | 06/2025 |
| Fidelity Brokerage Services, Llc | Albany | NY | 01/2023 | 06/2025 |
| Strategic Advisers, Llc | Albany | NY | 03/2025 | 06/2025 |
| Fidelity Personal And Workplace Advisors | Albany | NY | 04/2023 | 03/2025 |
| Mml Investors Services, Llc | Latham | NY | 06/2025 | Present |
| Massmutual Life Insurance Co | Latham | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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