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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
| NY | RA | APPROVED | 2026-06-25 |
| OH | RA | APPROVED | 2026-06-25 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Fairport | NY | 11/2014 | 03/2019 |
| Halleran Finacial/Lpl Financial | Fairport | NY | 03/2019 | 08/2020 |
| Elevatus Wealth Management | Victor | NY | 08/2020 | 01/2026 |
| Chicago Partners Investment Group | Rochester | NY | 01/2026 | 05/2026 |
| Manning & Napier Advisors, Llc | Fairport | NY | 06/2026 | Present |
EASTSIDE CHURCH- BOARD MEMBER: 04/2026-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. ESTATE PLANNING COUNCIL OF ROCHESTER- COMMITTEE MEMBER, 11/2018-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-28 |
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