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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
| NY | RA | APPROVED | 2026-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clifton Park | NY | 07/2024 | Present |
| Broadview Federal Credit Union | Latham | NY | 06/2023 | 08/2023 |
| Equitable Advisors | Clifton Park | NY | 05/2023 | 06/2023 |
| Cap Com Federal Credit Union | Latham | NY | 05/2022 | 08/2022 |
| Van Patten Golf Course | Clifton Park | NY | 05/2019 | 08/2021 |
| Siena College | Loudonville | NY | 08/2020 | 05/2024 |
| Shenendehowa Central School District | Clifton Park | NY | 09/2006 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-25 |
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