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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| TX | RA | APPROVED_RES | 2013-06-25 |
| FL | RA | APPROVED | 2007-01-04 |
| OH | RA | APPROVED | 2006-09-25 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
Westerville, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Dublin | OH | 08/2006 | 10/2019 |
| Manning & Napier Investor Services, Inc. | Dublin | OH | 08/2006 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2019 | Present |
EMPLOYEE AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. EVAN SCHOLARS - SERVE AS REGIONAL PRESIDENT (ALUMNI), 07/2012 - PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS (VOLUNTARY - NO COMPENSATION RECEIVED). CHARITABLE GIFT PLANNERS OF CENTRAL OHIO- - BOARD MEMBER, 01/2019 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
| S66 | Uniform Combined State Law Examination | 1998-07-02 |
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