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240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-12 |
Branch Locations
240 Saint Paul Street Suite 300, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Rochester | NY | 09/2012 | 04/2024 |
| Naviter Wealth, Llc | Rochester | NY | 05/2024 | 05/2025 |
| Uniting Wealth Partners, Llc | Rochester | NY | 06/2025 | Present |
1) Non-registered administrative assistant; Investment-related; Rochester, NY 14618; Administrative Start date: 08/2008; Work for another registered investment advisor / broker-dealer as a non-registered admin; Approx. 25% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-12 |
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