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110 Henry St., Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2023 | 03/2025 |
| Unemployed | Amsterdam | NY | 06/2023 | 08/2023 |
| Unemployed | Amsterdam | NY | 09/2022 | 11/2022 |
| Greater Amsterdam School District | Amsterdam | NY | 12/2022 | 06/2023 |
| St.MAry's Healthcare | Amsterdam | NY | 06/2022 | 08/2022 |
| Scott Beatty - State Farm Insurance Agency | Amsterdam | NY | 12/2021 | 01/2022 |
| Alpin Haus | Amsterdam | NY | 05/2020 | 05/2022 |
| Keuka College | Keuka Park | NY | 08/2020 | 05/2023 |
| Amsterdam High School | Amsterdam | NY | 09/2016 | 06/2020 |
| Tailored Wealth Solutions | Saratoga Springs | NY | 04/2025 | Present |
| Nylife Securities Llc | Saratoga Spring | NY | 04/2025 | 03/2026 |
| Eagle Strategies Llc | Saratoga Springs | NY | 05/2025 | 03/2026 |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; 30 HOURS PER MONTH; INVESTMENT RELATED]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
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