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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-28 |
| OH | RA | APPROVED | 2025-08-21 |
| NY | RA | APPROVED | 2025-08-17 |
| TX | RA | APPROVED | 2025-08-17 |
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 |
|---|---|---|---|---|
| Securities America Inc. | Needham | MA | 06/2016 | 02/2017 |
| Armstrong Advisory Group | Needham | MA | 04/2015 | 02/2017 |
| Manning & Napier Advisors, Inc | Fairport | NY | 02/2017 | 01/2020 |
| Manning & Napier Investor Services, Inc | Fairport | NY | 07/2025 | Present |
| Manning & Napier Advisors, Inc | Fairport | NY | 01/2020 | 04/2025 |
| Segal Marco Advisors | New York | NY | 05/2025 | 07/2025 |
| Manning & Naper Advisors, Inc | Fairport | NY | 07/2025 | Present |
| Manning & Napier Investor Services, Inc | Fairport | NY | 03/2017 | 04/2025 |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. CFA SOCIETY OF ROCHETER - COMMITTEE MEMBER: 06/2020-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS). FLAIM FANTASY - WEBSITE HOBBY: 08/2026-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-28 |
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