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Candace Ann Shira

Candace Shira Associates, LLC

Pittsford, NY

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Current Employers
Candace Shira Associates, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-11-01
NY RA APPROVED 2021-02-02
TX RA APPROVED 2016-02-29
FL RA APPROVED 2013-02-21
SC RA APPROVED 2013-01-09
  • NC RA
    APPROVED
    Since 2022-11-01
  • NY RA
    APPROVED
    Since 2021-02-02
  • TX RA
    APPROVED
    Since 2016-02-29
  • FL RA
    APPROVED
    Since 2013-02-21
  • SC RA
    APPROVED
    Since 2013-01-09

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 04/2007 09/2016
Cross Staff Investments, Inc Pittsford NY 01/2013 Present
Camp Otteride, Llc. Glenfield NY 08/2017 06/2021
  • 04/2007 → 09/2016
    Wall Street Financial Group
    Fairport, NY
  • 01/2013 → Present
    Cross Staff Investments, Inc
    Pittsford, NY
  • 08/2017 → 06/2021
    Camp Otteride, Llc.
    Glenfield, NY
Previous Registrations
  • 2007-05-01 → 2013-05-30
    Wall Street Financial Group, Inc.
    Pittsford, NY
    Victor, NY
    Pittsford, NY
Other Businesses

INSURANCE SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-23
S63 Uniform Securities Agent State Law Examination 1997-12-30
  • S65 Uniform Investment Adviser Law Examination
    2007-08-23
  • S63 Uniform Securities Agent State Law Examination
    1997-12-30
Designations
Other Names
  • Candace A Shira

View on SEC IAPD

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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
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