Best Investors Account Sign in
Inactive

Nancy Beth Kay

Candace Shira Associates, LLC

Pittsford, NY

Claim This Profile
Current Employers
Candace Shira Associates, Llc

115 Sully'S Trail Suite 8, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-14
  • NY RA
    APPROVED
    Since 2021-02-14

Branch Locations

115 Sully'S Trail Suite 8, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wall Street Financial Group Fairport NY 02/2004 09/2016
Cross Staff Investments Pittsford NY 02/2013 Present
  • 02/2004 → 09/2016
    Wall Street Financial Group
    Fairport, NY
  • 02/2013 → Present
    Cross Staff Investments
    Pittsford, NY
Previous Registrations
  • 2004-09-16 → 2013-03-08
    Wall Street Financial Group, Inc.
    Victor, NY
    Fairport, NY
    Pittsford, NY
    Fairport, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-20
S63 Uniform Securities Agent State Law Examination 2000-12-18
  • S65 Uniform Investment Adviser Law Examination
    2004-08-20
  • S63 Uniform Securities Agent State Law Examination
    2000-12-18
Other Names
  • Nancy Beth Kurtz

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARMBRUSTER CAPITAL MANAGEMENT, INC.
KICKSTAND WEALTH ADVISORS
MARK ANDREW PAGANELLI
MORGAN STANLEY
CHARLES SCHWAB & CO., INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.

Other Investors

Christopher M Leone
Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
Angelo J Ponticello
GARY M FITCH
Jessica Royston
JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

More in Pittsford, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor