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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-17 |
| NY | RA | APPROVED | 2025-05-14 |
Branch Locations
69 State St, Albany, NY 12207 • United States
One Bryant Park Division - Northeast, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 11/2017 | 05/2019 |
| Syracuse University College Of Law | Syracuse | NY | 08/2017 | 09/2017 |
| Double Play Community Center | Lowville | NY | 05/2017 | 08/2017 |
| Hartwick College | Oneonta | NY | 09/2013 | 05/2017 |
| Healthcare Community Securities Corp | Rensselaer | NY | 09/2021 | 04/2025 |
| Bank Of America Private Bank | Albany | NY | 05/2019 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany | NY | 04/2025 | Present |
| State University Of New York At Oswego | Oswego | NY | 05/2019 | 05/2021 |
I*2722265, Entity Type, Name of OBA: Hartwick Alumni Board Association Address:OneontaNew York13820 Investment Related: No Position, Title, Association:non-voting member of the alumni board. Employee Start Date: 09/30/2025No Hours: 4 weekly No Hours during trading: 0 Duties: complete sub-committee tasks and task team activities while increasing the voice of the alumni body To be involved in the alumni association of my alma mater, Hartwick College, as an alumni associate, a non-voting member of the alumni board.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-27 |
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
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