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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 | 2023-04-11 |
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
1150 Pittsford-Victor Road Ste A, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canandaigua National Bank And Trust | Pittsford | NY | 07/2011 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 03/2018 | Present |
| Cetera Investment Advisers | Pittsford | NY | 05/2018 | Present |
1. DAMASCUS SHRINERS, TREASURER, MONITOR AND RECONCILLIATION OF TEMPLE OPERATING BUDGET AND FINANCES, DUAL SIGNERS REQUIRED ON CHECKBOOK, EX-OFFICIO MEMBER OF BOARD OF TRUSTEES AND IT PERTAINS TO THE FINANCIAL HEALTH OF THE LOCAL ORGANIZATION / DAMOSQUE LTD; OVERSEE THE OPERATION AND CAHRITABLE ACTIVIES OF THE ORGANIZATION 2. CANANDAIGUA NATIONAL BANK, INSURANCE OFFICER FOR THE OPERATING SUBSIDIARY WHICH OPERATES TO MAINTAIN EXISTING BOOK OF BUSINESS HELD WITH THE PRIOR INSURANCE BROKER KAFL, DO NOT OFFER OR SELL PRODUCTS OR SERVICES FROM KAFL 3. PROPERTY & CASUALTY INSURANCE 4. CNB TRUST SERVICES, WORK WITH TRUST OFFICER AND CLIENTS FOR THEIR IRREVOCABLE LIFE INSURANCE TRUSTS, NO INVOLVEMENT IN INVESTMENT DECISIONS OR TRANSACTIONS 5. MEMBER OF BOARD OF DIRECTORS AT CNB INSURANCE AGENCY; ASSIST IN THE ORGANIZATION'S GOVERNANCE, STRATEGY, AND FINANCIAL HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-17 |
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