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Manlius, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 10/2014 | 09/2024 |
| Manning & Napier Advisors, Llc | Fairport | NY | 01/2013 | 10/2018 |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2018 | 10/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2019 | 09/2024 |
| Solid Point Wealth Advisors, Llc | Queensbury | NY | 09/2024 | Present |
ESTATE PLANNING COUNCIL OF CENTERAL NEW YORK - BOARD MEMBER: 4/2022, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); WESTSIDE COMMUNITY FEDERAL CREDIT UNION - BOARD MEMBER: 03/2023- PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS.); YOUTH HOCKEY/ROCHESTER COALITION - TREASURER: 03/2023- PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS.)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-02-10 |
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