James Richard Gray

Current Employers

Employment History

• 05/2004 → 01/2025
  Lincoln Financial Advisors Corporation
  Manchester, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Rochester, NY

Previous Registrations

• 2021-06-14 → 2025-01-24
  Osaic Fa, Inc.
  Manchester, NY
  Manchester, NY
  Manchester, NY
  Rochester, NY

Other Businesses

1) JAMES GRAY AGENCY, INC., 98 S. MAIN ST., P. O. BOX 138, MANCHESTER, NY 14504 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING PROPERTY & CASUALTY INSURANCE, FIXED LIFE SETTLEMENTS, FIXED ANNUITIES, AND DISABILITY & TRADITIONAL LIFE INSURANCE. START DATE: 2/1/95 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 130 2) JAMES GRAY 4650 HERENDEEN ROAD SHORTSVILLE NY 14548 CATEGORY: REAL ESTATE MANAGEMENT RENTAL INVESTMENT RELATED: YES TITLE: SOLE PROPRIETOR DUTIES: MANGE REAL ESTATE RENTAL AND FARM START DATE: 01/01/1998 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10 3) JAMES GRAY 4671 HERENDEEN ROAD SHORTSVILLE NY 14548 CATEGORY: LAND RENTAL/REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER OF LAND DUTIES: MANAGE CELL TOWER LEASE ARRANGEMENT START DATE: 01/01/2003 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) N27WV, LLC 4650 HERENDEEN ROAD SHORTSVILLE NY 14548 CATEGORY: ENTITY LLC INVESTMENT RELATED: NO TITLE: SOLE OWNER DUTIES: SOLE OWNER OF HOLDING COMPANY USED FOR LEASING AIRPLANE START DATE: 04/10/2012 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 5) FRESH AYR FARMS, LLC 4650 HERENDEEN ROAD SHORTSVILLE NY 14548 CATEGORY: FARM BUSINESS /FARM LAND RENTAL INVESTMENT RELATED: NO TITLE: OWNER DUTIES: OWNER OF FARM BUSINESS AND FARM LAND RENTAL START DATE: 08/24/2016 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 6) MIMI MINI LLC 98 S MAIN STREET MANCHESTER, NEW YORK 14504 CATEGORY: REAL ESTATE MANAGEMENT RENTAL/ENTITY INVESTMENT RELATED: YES TITLE: 09/07/2022 DUTIES: CO-OWNER OF ENTITY LEASING COMMERCIAL BUILDING SPACE AND MINI STORAGE BUILDING START DATE: 09/07/2022 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 7) JAMES GRAY DBA CARTER GRAY AGENCY INC. 98 S. MAIN ST MANCHESTER NY 14504 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT /EMPLOYEE DUTIES: OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, PROPERTY & CASUALTY INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 02/09/2024 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-09-23

Other Names

• James R Gray