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160 Linden Oaks, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-01 |
| TX | RA | APPROVED_RES | 2021-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mirsky Financial Management Corp | Rochester | NY | 11/2011 | 11/2020 |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 01/2012 | Present |
| Oak Crest Advisory, Llc | Rochester | NY | 11/2020 | Present |
8/2013: STRONG FINANCIAL MANAGEMENT (11/2021): TERM, LTC AND DISABILITY INSURANCE SALES; 100% OWNERSHIP; NON INVESTMENT RELATED; 1-2 HRS/WEEK DURING MARKET HOURS. 10/2016: Medicare enrollment for United Healthcare; non investment related; no ownership; 5-10 hrs/week during open enrollment, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-16 |
| S66 | Uniform Combined State Law Examination | 2011-08-14 |
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