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100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-21 |
| FL | RA | APPROVED | 2009-08-12 |
Branch Locations
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
100 Corporate Woods Suite 300, Rochester, NY 14623 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage, Rutty & Co., Inc. | Rochester | NY | 10/1997 | Present |
CO-OWNER OF FROM THE HEART PRESS, LLC.624 BROOKSTONE BEND, WEBSTER, NY 14580. THIS IS A NON INVESTMENT RELATED BUSINESS. SINCE AUGUST OF 2009 MY PARTNER AND I HAVE DESIGNED,PUBLISHED AND AMRKETING "THE LEGACY PLANNER". WE SPEND APPROXIMATELY 0 HRS PER MONTH DURING NORMAL BUSINESS/TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-22 |
| S66 | Uniform Combined State Law Examination | 1998-06-05 |
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