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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
| NY | RA | APPROVED | 2025-04-07 |
Branch Locations
493 Chestnut Street, Oneonta, NY 13820 • United States
86 Glen Street 3Rd Floor, Glens Falls, NY 12801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Glens Falls | NY | 08/2024 | Present |
| Farmers Insurance | Troy | NY | 07/2003 | 09/2023 |
| R&Q Insurance Holdings | Ballston Spa | NY | 05/2024 | 08/2024 |
| Unemployed | Ballston Spa | NY | 09/2023 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
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