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400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-13 |
| LA | RA | APPROVED | 2024-02-09 |
| MS | RA | APPROVED | 2024-02-02 |
| AR | RA | APPROVED | 2015-03-23 |
| FL | RA | APPROVED | 2014-03-31 |
| DE | RA | APPROVED | 2014-01-16 |
| NC | RA | APPROVED | 2014-01-15 |
| KY | RA | APPROVED | 2014-01-10 |
| CA | RA | APPROVED | 2014-01-07 |
| GA | RA | APPROVED | 2014-01-07 |
| SC | RA | APPROVED | 2014-01-07 |
| VA | RA | APPROVED | 2014-01-07 |
| AL | RA | APPROVED | 2012-08-06 |
Branch Locations
400 Park Avenue 10Th Floor, New York, NY 10022 • United States
Sylacauga, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rochdale Investment Management | New York | NY | 08/2012 | Present |
| Cnr Securities, Llc | New York | NY | 08/2012 | Present |
(1) SIGNATURE INVESTMENTS-NON-INVESTMENT RELATED. 109 N. BROADWAY, SYLACAUGA, AL 35150, REAL ESTATE HOLDINGS, RENTALS & REMODELING/CONSTRUCTION. MEMBER, STARTED IN 2010, 2 HOURS PER WEEK, MOSTLY DURING WEEKENDS. (2) ADAIR INVESTMENTS & RESOURCES-NON-INVESTMENT RELATED. 2311 VALLEY LANE, SYLACAUGA, AL 35150, REAL ESTATE HOLDINGS, RENTALS & LEASES, REMODELING/CONSTRUCTION. MEMBER, STARTED IN 2009. 1 HOUR PER WEEK, MOSTLY DURING WEEKENDS. (3) COLETA PROPERTIES-NON-INVESTMENT RELATED. 2311 VALLEY LANE, SYLACAUGA, AL 35150, REAL ESTATE HOLDINGS, RENTALS & LEASES, REMODELING/CONSTRUCTION. OWNER, STARTED IN 03/04/2018. 1 HOUR PER WEEK, MOSTLY DURING WEEKENDS. (4) ADAIR PROPERTY, LLC AND ADAIR FARMS, LLC-NON-INVESTMENT RELATED. 109 N BROADWAY AVE, SYLACAUGA, AL 35150, RENTAL PROPERTIES. OWNER, STARTED ON 10/01/18, 1 HOUR PER MONTH, 1 HOUR DURING TRADING HOURS. MANAGES THE PROPERTY. (5) NAME: Board of Visitors, University of Alabama, Culverhouse School of Business Non-Investment related ADDRESS: 361 Stadium Dr., Tuscaloosa, AL 35487 Nature of OBA: 4-year college Position/Title/Role: Board Member Start Date: 10/10/22 Time Devoted: 2 hours per month; 1 hour per month during securities trading hours DUTIES: attend meetings two times per year (6) Name of Entity: ISABEL ANDERSON COMER MUSEUM & ARTS CENTER Non-investment related Address: 711 N. Broadway Avenue Sylacauga, AL. 35150 Nature of OBA: Museum Position/Title/Relationship: Board Member Start Date: 08/08/23 Time devoted: 0.5 hours per month; 0 during securities trading hours Duties: 1 board meeting per month (7) Name of Entity: Longleaf Family Office, LLC Non-investment related Address: 16615 AL Hwy 21, Sylacauga, AL 35150 Nature of OBA: Ownership and Mgt of real estate and investments Position/Title/Relationship: Partner Start Date: 01/15/2024 Time devoted: 4 hours per month; 1 during securities trading hours Duties: Owner (8) Name of Entity: Sylacauga Utilities Board Non-investment related Address: 301 N Elm Ave. Sylacauga, AL 35150 Nature of OBA: The Sylacauga Utilities Board (SUB) provides utility services in Sylacauga, AL. They specialize in electrical, natural gas, internet, and wastewater services Position/Title/Relationship: Board Member Start Date: 2024-06-01 Time devoted: 2 hours per month; 2 during securities trading hours Duties: Serve as a Board Member. Attend 1 board meeting and 1 work session per month (9) Name of Entity: Sylacauga high school football booster club Non-investment related Address: 701 n broadway ave, sylacauga al 35150 Nature of OBA: Supports the high school football program in my hometown Position/Title/Relationship: Officer Start Date: 2025-04-01 Time devoted: 1 hour per month; 0 during securities trading hours Duties: Volunteer work and fund raising
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-02 |
| S66 | Uniform Combined State Law Examination | 2001-08-17 |
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