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Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-16 |
Branch Locations
180 South Clinton Avenue, Rochester, NY 14604 • United States
Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Fairport | NY | 12/2005 | 10/2016 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 12/2005 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2016 | 08/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 08/2019 | Present |
CRESTWOOD CHILDREN'S FOUNDATION/HILLSIDE CHILDREN'S FOUNDATION- BOARD AND SUBCOMMITTEE MEMBER, 02/2012 - PRESENT (VOLUNTARY- NO COMPENSATION RECEIVED); OWNER OF RENTAL PROPERTY: 01/2006 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS). MCQUAID JESUIT HIGH SCHOOL - BOARD MEMEBER: SEPTEMBER 2021-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-14 |
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