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100 Meridian Centre Blvd. Suite 200, Rochester, NY 14618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-19 |
Branch Locations
100 Meridian Centre Blvd. Suite 200, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp. | Rochester | NY | 09/2003 | 10/2019 |
| 1St Global Advisors, Inc. | Rochester | NY | 10/2003 | 10/2019 |
| Avantax Insurance Services, Inc. | Rochester | NY | 06/2006 | 09/2025 |
| Davie Kaplan, Cpa, P.C. | Rochester | NY | 08/2007 | 06/2025 |
| Davie Kaplan Wealth Care Advisors, Llc | Rochester | NY | 09/2003 | 06/2025 |
| Avantax Investment Services, Inc. | Rochester | NY | 10/2019 | 09/2025 |
| Town Of Rush, Ny Town Council | Rush | NY | 07/2020 | Present |
| Avantax Advisory Services | Rochester | NY | 10/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Rochester | NY | 09/2025 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 10/2025 |
| Dkcb Financial Advisors, Llc | Rochester | NY | 09/2008 | Present |
1.) TOWN OF RUSH, NY TOWN COUNCIL POSITION: Town Councilperson NATURE: I am running for an elected position for an open seat on the Town of Rush, NY located in Monroe County, NY. This will be an election for a position on the Town Council. The election will be held at the General Election this November, but I would need to register within the next few days to be eligible to be on the ballot. This would be a paid position. INVESTMENT RELATED: No NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2020 ADDRESS: Town of Rush, 5977 East Henrietta Rd., Rush NY 14543, United States DESCRIPTION: The position requires attendance at twice monthly board meetings in the evening and would require voting on town expenditures within the budget; other town matters including zoning issues, etc. including adopting ordinances and local laws affecting the public health, safety and welfare and to formulate overall policy; carry out laws and code of the town; listen to public comments; facilitate citizens committees, etc. Although the election is in November, there is the potential of being appointed this July to fill a temporary seat and then run for election in November. 5.) TOWN OF RUSH, NY TOWN COUNCIL POSITION: Town Councilperson NATURE: I was elected to a Town Council position for an open seat on the Town of Rush, NY located in Monroe County, NY. The election occurred in November 2021 for a 4 year term commencing January 2022. This is a paid position. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: Town of Rush, 5977 East Henrietta Rd., Rush NY 14543, United States DESCRIPTION: The position requires attendance at twice monthly board meetings in the evening and would require voting on town expenditures within the budget; other town matters including zoning issues, etc. including adopting ordinances and local laws affecting the public health, safety and welfare and to formulate overall policy; carry out laws and code of the town; listen to public comments; facilitate citizens committees, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-06 |
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