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100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-15 |
| FL | RA | APPROVED | 2016-03-07 |
Branch Locations
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
100 Corporate Woods Suite 300, Rochester, NY 14623 • UNITED STATES
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Rutty & Co., Inc | Rochester | NY | 07/2010 | Present |
Greater Rochester Habitat For Humanity: Board of Directors and Member of Development Committee, 01/2023 - present, non-investment related, no major time devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-22 |
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