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Account
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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-30 |
Branch Locations
4 Tower Place Suite 1001, Albany, NY 12203 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Graypoint Llc | Albany | NY | 05/2022 | 09/2025 |
| Andersen Tax | Greenwich | CT | 07/2020 | 05/2022 |
| Siena College | Loudonville | NY | 09/2015 | 05/2020 |
| Cerity Partners | New York | NY | 09/2025 | Present |
1:Alzheimers Association of Northeastern NY; Not Investment Related; 1003 Loudon Road, Cohoes, NY 12047; Non-profit organization raising funds for research and fighting for a cure ; Junior Board Co-President; 7/1/2024; 0 hrs/month during securities trading hours; 2 hrs/month outside of securities trading hours; Help plan the annual walk, gala and various other fundraisers
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