Jeffrey Daniel Mccormack

Current Employers

Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-10-01
TX	RA	APPROVED_RES	2025-09-23
FL	RA	APPROVED	2025-09-02
NY	RA	APPROVED	2024-10-29

OH RA
APPROVED

Since 2025-10-01
TX RA
APPROVED_RES

Since 2025-09-23
FL RA
APPROVED

Since 2025-09-02
NY RA
APPROVED

Since 2024-10-29

Branch Locations

Webster, NY • United States

290 Woodcliff Drive, Fairport, NY 14450 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Advisor Ip.COm	Fairport	NY	11/2014	09/2016
Foreside Investment Services, Llc	Fairport	NY	04/2015	09/2016
Calvary Robotics	Webster	NY	10/2016	10/2017
Qci Asset Management	Pittsford	NY	11/2017	05/2021
Iryss Inc	Webster	NY	06/2021	03/2024
Bonafyde Consulting	Webster	NY	05/2024	09/2024
Manning & Napier Advisors, Llc	Fairport	NY	10/2024	Present
Manning & Napier Investor Services, Inc	Fairport	NY	10/2024	Present

11/2014 → 09/2016

Advisor Ip.COm

Fairport, NY
04/2015 → 09/2016

Foreside Investment Services, Llc

Fairport, NY
10/2016 → 10/2017

Calvary Robotics

Webster, NY
11/2017 → 05/2021

Qci Asset Management

Pittsford, NY
06/2021 → 03/2024

Iryss Inc

Webster, NY
05/2024 → 09/2024

Bonafyde Consulting

Webster, NY
10/2024 → Present

Manning & Napier Advisors, Llc

Fairport, NY
10/2024 → Present

Manning & Napier Investor Services, Inc

Fairport, NY

Other Businesses

(1) EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. (2) MARY CARIOLA'S CENTER; ROCHESTER, NY; BOARD MEMBER (Vice Chairman of Executive Committee and Finance Committee, NON-INVESTMENT RELATED; BEGAN 09/2014; PROVIDES SCHOOLING TO DD CHILDREN; BOARD MEMBER; HELP MGMT. WITH DECISION-MAKING AND STRATEGIC OVERSIGHT; 8 HOURS PER MONTH WITH 4 HOURS DURING SECURITIES TRADING HOURS. (3 )WEBSTER BLUEFINS; WEBSTER, NY; NON-INVESTMENT RELATED; BEGAN 09/2016; DELIVER SWIM COACHING FOR AGE-GROUP SWIMMERS ACROSS ROCHESTER, NY; ASSISTANT SWIM COACH: MANAGE PRACTICES FOR GROUP OF SWIMMERS; 15 HOURS PER MONTH NONE DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-10-29
S66	Uniform Combined State Law Examination	2001-05-25

S63 Uniform Securities Agent State Law Examination

2024-10-29
S66 Uniform Combined State Law Examination

2001-05-25

Designations

View on SEC IAPD