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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2023-09-14 |
| FL | RA | APPROVED | 2021-09-29 |
| NY | RA | APPROVED | 2021-09-21 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
Estero, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Westmisnter | MD | 07/2016 | 06/2021 |
| City National Bank | Westminster | MD | 09/2019 | 06/2021 |
| Manning & Napier Advisors, Llc | Fairport | NY | 08/2021 | Present |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 08/2021 | Present |
EMPLOYEE AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFLIATED INVESTMENT ADVISOR. ABUSE COUNSELING TREATMENT, INC. - BOARD MEMBER: 05/2022-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); PLANNED GIVING COUNCIL OF LEE COUNTY, INC.- BOARD MEMBER: DECEMBER 2024-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-28 |
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