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125 Wolf Road Suite 509, Albany, NY 12205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maplewood Center For Common Craft | Greenwich | NY | 04/2012 | 09/2019 |
| The Home Depot | Saratoga Springs | NY | 06/2017 | 08/2022 |
| Hudson Valley Community College | Troy | NY | 09/2019 | 05/2022 |
| Blue Jean Financial Group - Thrivent | Albany | NY | 05/2022 | 10/2023 |
| Thrivent Investment Management Inc. | Albany | NY | 11/2023 | 07/2024 |
| Thrivent Investment Management Inc. | Albany | NY | 12/2023 | 07/2024 |
| Blue Jean Financial Llc | Albany | NY | 07/2024 | Present |
| The College Of Saint Rose | Albany | NY | 09/2022 | 12/2022 |
1) Licensed insurance agent; not investment-related; 125 Wolf Road, Suite 509, Albany, NY, 12205; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Saratoga Joinery; not investment-related; 69 Caroline St, , Saratoga Springs, NY. 12834; Nonprofit organization; Instructor; Start date: 07/2024; Hours/month: 10, Hours/month during securities trading hours: 0; Teach students woodworking skills and prepare classes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-07 |
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