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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
255 Woodcliff Drive 1St Floor, Fairport, NY 14450 • United States
Romulus, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Rochester | NY | 08/2011 | 06/2019 |
| Foresters Advisory Services Llc | Rochester | NY | 02/2013 | 06/2019 |
| Romulus Foundation For Educational Opportunities (Rfeo) | Romulus | NY | 01/2014 | Present |
| Varick Planning Board | Romulus | NY | 11/2014 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Fairport | NY | 06/2019 | Present |
1) TRUSTEE OF GRANDMOTHERS TRUST 2)VARICK TOWN PLANNING BOARD CHAIRPERSON ON BOARD. 3 HRS/WK PROPOSES ZONING LAWS. 3)ROMULUS FOUNDATION EDUCATIONAL OPPORTUNITY 1 HR WK. ISSUES GRANTS FOR TEACHERS. 4) PURCHASE, TRAINING & SALE OF HORSES ADDITION 11/10/2020: 5) MASTELLAR FARM RENTAL, RENTAL OF FARMLAND, JOINTLY OWNED WITH HUSBAND 6) OWNER OF A HORSE 7) SCHOOL BOARD MEMBER OF ROMULUS CENTRAL SCHOOL; SETTING POLICY, SUPERVISING SCHOOL AND SUPERINTENDENT, OVERSEEING AND APPROVING BUDGETS; 4 HRS/WK 8) AMMERLY ADVISORS DBA FOR CETERA BUSINESS, 60% OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-29 |
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