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500 Linden Oaks Suite 320, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-09 |
Branch Locations
500 Linden Oaks Suite 320, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Street Financial Group | Fairport | NY | 12/2005 | 09/2016 |
| Mutual Securities, Inc. | Camarillo | CA | 09/2016 | 12/2022 |
| Northlanding Financial Partners, Llc | Rochester | NY | 04/2013 | 09/2020 |
| Rise Advisors, Llc | Rochester | NY | 07/2020 | Present |
1. Independent Insurance Agent, Sole Proprietor, Start: 02/02, 400 Linden Oaks Suite 120, Rochester, NY 14625, Insurance Agency/Agent of Life, LTC & Fixed Annuities, Investment-related, 1 hour per month, .001 hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-20 |
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