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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-10-13 |
| NY | RA | APPROVED | 2021-10-07 |
| TX | RA | APPROVED | 2021-10-07 |
Branch Locations
400 Linden Oaks, Rochester, NY 14625 • United States
Pittsford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 03/2005 | 08/2019 |
| Manning And Napier Advisors, Llc | Fairport | NY | 07/2006 | 08/2019 |
| Morgan Stanley | Pittsford | NY | 08/2019 | 10/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2019 | 10/2021 |
| Ubs Financial Services Inc. | Rochester | NY | 10/2021 | Present |
1) *379773 - CBCM Ventures LLLC; Investment related; Equity Investment in Zucero Therapeutics; Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 0. 2) Pittsford Sports Authority LLC/ investment related?: yes / Pittsford, NY, 14534 US/ Partnership/ Non-managing partner via my 50% ownership of PSA Opportunities LLC./ start date: 4/12/2018 3) PSA Opportunities LLC/ investment related?: yes/ Pittsford, NY, 14534 US/ Partnership/ PSA Opportunities LLC owns 50% of Pittsford Sports Authority LLC. Pittsford Sports Authority owns 100% of a commercial real estate building at 3195 Brighton Henrietta Town Line Road, Rochester, NY 14623./ Non-managing partner/ investor./ start date: 5/15/2018
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-27 |
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