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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 |
|---|---|---|---|---|
| The Ayco Corporation | Latham | NY | 08/1984 | 07/2019 |
| Self-Employed | Albany | NY | 07/2019 | 12/2020 |
| Graypoint Llc (Fka Jnb Advisors) | Albany | NY | 01/2021 | 09/2025 |
| Cerity Partners | New York | NY | 09/2025 | Present |
1) Catholic Charities of Albany Not Investment Related 10 South Main St. Albany NY Nonprofit Board Member 7/1/2025~6 hrs/quarter devoted during securities trading hours 2 hrs/month devoted outside of securities trading hours Discuss business matters related to the non-profit organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-01 |
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