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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED_RES | 2025-08-19 |
| NY | RA | APPROVED | 2023-06-01 |
Branch Locations
131 East Green Street Suite 4, Ithaca, NY 14850 • United States
35 Celebration Drive, Rochester, NY 14620 • United States
Webster, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Rochester | NY | 07/2012 | 01/2019 |
| M&T Bank | Rochester | NY | 07/2012 | 01/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2019 | 05/2023 |
| Cetera Investment Advisers Llc | Pittsford | NY | 01/2019 | 05/2023 |
| Canandaigua National Bank | Pittsford | NY | 01/2019 | 05/2023 |
| Tiaa-Cref Individual & Institutional Services, Llc | Rochester | NY | 05/2023 | Present |
| Tiaa | Rochester | NY | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-18 |
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