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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| OH | RA | APPROVED | 2008-06-09 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
655 Metro Place South Suite 300, Dublin, OH 43017 • United States
Worthington, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 05/2004 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 01/2015 | 06/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 06/2019 | 07/2021 |
| Manning & Napier Advisors, Llc | Fairport | NY | 07/2021 | Present |
EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. SIMON KENTON COUNSIL- SCOUTING BSA; BOARD MEMBER 12/2024-PRESENT; NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-29 |
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