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90 Linden Oaks Suite 220, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-31 |
Branch Locations
90 Linden Oaks Suite 220, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wall Street Financial Group, Inc. | Fairport | NY | 07/2011 | 09/2016 |
| High Falls Advisors | Rochester | NY | 01/2011 | 09/2016 |
| Mutual Securities, Inc. | Camarillo | CA | 09/2016 | Present |
| Northlanding Financial Partners, Llc | Rochester | NY | 04/2013 | Present |
1. Northlanding Financial Partners, LLC, Start: 04/08/13, 90 Linden Oaks Suite 220 Rochester, NY 14625, RIA, COO and IAR, Investment related, 160 hours per month, 8 hours per day during trading hours. 2. Independent Insurance Agent, Sole Proprietor, Start: 05/01/13, 90 Linden Oaks Suite 220 Rochester, NY 14625, Insurance Agency/Agent, Sale of Fixed annuities, Not Investment related, 5 hours per month, <1 hour per day during trading hours. 3. BPCB Wealth Planning Corp, Start Date: 09/28/2021, 90 Linden Oaks., Ste, 220, Rochester, NY 14625, S-Corp, Administrative Operations, Owner, Owner & Sole Employee of Entity, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-16 |
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