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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2026-01-22 |
| VT | RA | APPROVED | 2025-10-30 |
| NY | RA | APPROVED | 2025-09-29 |
Branch Locations
Baldwinsville, NY • United States
35 Celebration Drive, Rochester, NY 14620 • United States
250 S. Clinton Street Suite 310, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Buffalo | NY | 12/2010 | 03/2017 |
| M&T Securities, Inc | Buffalo | NY | 12/2010 | 03/2017 |
| Tiaa | Rochester | NY | 04/2017 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Rochester | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-09 |
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