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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-05 |
| NY | RA | APPROVED | 2024-05-29 |
Branch Locations
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
1175 Pittsford-Victor Rd, Ste 100, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Rochester | NY | 09/2015 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Rochester | NY | 09/2015 | 11/2020 |
| Pinnacle Investments, Llc | Syracuse | NY | 11/2020 | 06/2023 |
| Decisional Wealth Advisors Llc | Rochester | NY | 03/2023 | 05/2024 |
| Voya Financial Advisors | Pittsford | NY | 05/2024 | Present |
| Decisional Tax Services, Llc | Pittsford | NY | 12/2023 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 07/02/2024 ADDRESS: 1175 Pittsford-Victor Road, Suite 100, Pittsford NY 14534, United States DESCRIPTION: Sales of fixed insurance products. DECISIONAL TAX SERVICES, LLC POSITION: Co-Owner NATURE: Tax Prep INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 1 Old Lyme Rd, Pittsford NY 14534, United States DESCRIPTION: Offers tax preparation for individuals and families. UNITED HEALTHCARE POSITION: Captive Agent NATURE: Medicare Advantage Sales/Enrollment INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2021 ADDRESS: 1 Old Lyme Rd, Pittsford NY 14534, United States DESCRIPTION: Assisting customers with the purchase/enrollment of Medicare Advantage Plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-05 |
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