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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-21 |
Branch Locations
706 East Ave., Rochester, NY 14607 • United States
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Securities Management, Inc. | Rochester | NY | 11/2006 | Present |
| Bianchi And Associates | Rochester | NY | 02/2022 | Present |
| Delta House Restaurant | Rochester | NY | 08/2000 | 12/2017 |
1) Name of Business: ROCHESTER WEALTH MANAGEMENT Investment-related: Yes Address: 706 EAST AVE ROCHESTER NY, 14607 2) "Name of Business: Bianchi and Associates Investment-related: No Address: 1749 Lyell Ave, Rochester, NY 14606 Nature of the other business: Income Tax and Accounting Services Position, title, or relationship with the other business: Data Entry Start date: 2/1/22 Approx # of hours/month you devote to the other business: 15-20 Approx #of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: Assist in data entry of client information "
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-09 |
| S66 | Uniform Combined State Law Examination | 2000-09-15 |
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