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725 Glen Cove Ave, Glen Head, NY 11545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mazzone Hospitality | Schenectady | NY | 06/2018 | 01/2022 |
| Ferri Formals | Schenectady | NY | 12/2019 | 02/2022 |
| Lax On Lark | Albany | NY | 01/2022 | 01/2024 |
| Albany Leadership | Albany | NY | 08/2023 | 08/2024 |
| Child & Family Services | Schenectady | NY | 09/2022 | 10/2022 |
| Mosu | Albany | NY | 07/2021 | 11/2021 |
| Halliday Financial | Clifton Park | NY | 07/2024 | Present |
| N/A | Albany | NY | 11/2014 | 06/2021 |
Currently spending about 8 hours per week outside of securities trading hours, as a bartender and event manager for Greenhouse Social Club located at 14 Green St. Albany, NY 12207. The position started on 3/26/26 and is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-21 |
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