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167 Sully'S Trail Suite 300, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-29 |
| NY | RA | APPROVED | 2022-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Fairport | NY | 02/2011 | 06/2019 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 02/2011 | 06/2019 |
| Unemployed | Fort Myers | FL | 06/2019 | 11/2019 |
| Brighthouse Financial | Charlotte | NC | 11/2019 | 08/2022 |
| High Probability Advisors, Llc | Pittsford | NY | 10/2022 | Present |
Owner of Backyard Social; non-investment related; food/hospitality; 5-10 hours/week Owner, Three Sticks Properties; investment; 0-5 hours/week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-05 |
| S66 | Uniform Combined State Law Examination | 2011-03-15 |
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