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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-17 |
| NY | RA | APPROVED | 2024-03-28 |
| TX | RA | APPROVED | 2022-06-09 |
| FL | RA | APPROVED | 2022-04-08 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
150 Second Ave North Suite 800, St. Petersburg, FL 33701 • United States
Saint Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | St Petersburg | FL | 02/2015 | 07/2018 |
| Mercer Global Advisors Inc. | Clearwater | FL | 07/2018 | 08/2021 |
| Manning & Napier Advisors, Llc | Fairport | NY | 02/2022 | Present |
| Manning & Napier Investor Services, Llc | Fairport | NY | 03/2022 | Present |
| Unemployed | St. Petersburg | FL | 08/2021 | 02/2022 |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. WAKE TAMPA/ST. PETERSBURG- PRESIDENT: AUGUST 2016-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); GIRL SCOUTS OF WEST CENTRAL FLORIDA COMMITTEE MEMBER- JANUARY 2025-PRESENT, INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS);KREWE OF PRINCESS ULELE BOARD MEMBER- JUNE 2025-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-24 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-13 |
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