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240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-25 |
Branch Locations
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
1441 Monroe Ave, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investement Research, Inc. | Rochester | NY | 07/2008 | 04/2023 |
| Cambridge Investment Research Advisors, Inc. | Rochester | NY | 03/2009 | 04/2023 |
| Naviter Wealth, Llc | Rochester | NY | 04/2023 | 06/2025 |
| Uniting Wealth Partners, Llc | Rochester | NY | 06/2025 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-29 |
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