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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-05 |
| PA | RA | APPROVED | 2023-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Investments | Chicago | IL | 04/2012 | 11/2020 |
| Raymond James Financial Services, Inc. | Wilmington | DE | 02/2021 | 02/2022 |
| Raymond James Financial Services Advisors, Inc. | Wilmington | DE | 02/2021 | 02/2022 |
| Sei Investments Distribution Co. | Oaks | PA | 03/2022 | 11/2023 |
| Manning & Napier Advisors, Llc | Fairport | NY | 11/2023 | Present |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 11/2023 | Present |
EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR; Marlborough Hunting & Fishing Club - Secretary, voluntary, non-investment related (zero hours during trading); Concordville Fire and Protective Association - Board Member on the Finance Committee, voluntary, non-investment related (zero hours during trading); Rental Property - non-investment related (zero hours during trading).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-17 |
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