Inactive

Jacklyn Marie Raymonda

Lvw Advisors, LLC

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Current Employers

Lvw Advisors, Llc

67B Monroe Avenue, Pittsford, NY 14534 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-10-31

NY RA
APPROVED

Since 2025-10-31

Branch Locations

67B Monroe Avenue, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Rochester	NY	10/2015	05/2023
Lincoln Financial Advisors	Rochester	NY	05/2023	01/2025
Osaic Wealth, Inc.	Rochester	NY	01/2025	10/2025
Lvw Advisors, Llc	Pittsford	NY	10/2025	Present

10/2015 → 05/2023

Ubs Financial Services Inc

Rochester, NY
05/2023 → 01/2025

Lincoln Financial Advisors

Rochester, NY
01/2025 → 10/2025

Osaic Wealth, Inc.

Rochester, NY
10/2025 → Present

Lvw Advisors, Llc

Pittsford, NY

Previous Registrations

2025-01-24 → 2025-10-08

Osaic Wealth, Inc.

Rochester, NY
2023-05-11 → 2025-01-24

Osaic Fa, Inc.

Rochester, NY
2015-10-08 → 2023-05-22

Ubs Financial Services Inc.

Rochester, NY
2011-04-06 → 2015-10-14

Morgan Stanley

Rochester, NY

Pittsford, NY
2010-06-16 → 2011-04-01

Osaic Fa, Inc.

Rochester, NY
2008-02-07 → 2010-04-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-02-01

S66 Uniform Combined State Law Examination

2008-02-01

Other Names

Jackyln Marie Rossi
Jacklyn Marie Rossi
Jacklyn Marie Raymonda
Jacklyn Raymonda

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ARMBRUSTER CAPITAL MANAGEMENT, INC.

KICKSTAND WEALTH ADVISORS

MARK ANDREW PAGANELLI

CHARLES SCHWAB & CO., INC.

COMMONWEALTH FINANCIAL NETWORK

OSAIC WEALTH, INC.

Other Investors

Christopher M Leone

Matthew A Kilmer

Matthew M Matteson

Jason R Alexander

Angelo J Ponticello

Jessica Royston

JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY

ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY

KICKSTAND WEALTH ADVISORS · PITTSFORD, NY

MARK ANDREW PAGANELLI · PITTSFORD, NY

MORGAN STANLEY · Pittsford, NY

CHARLES SCHWAB & CO., INC. · Pittsford, NY

COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY

COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

More in Pittsford, NY

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