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David James Piano

Piano Wealth Management

Victor, NY

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Current Employers
Piano Wealth Management

600 Fishers Station Drive, Victor, NY 14564 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-03-17
  • NY RA
    APPROVED
    Since 2022-03-17

Branch Locations

600 Fishers Station Drive, Victor, NY 14564 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Pittsford NY 01/2012 06/2017
Nexus Capital Llc Pittsford NY 06/2017 06/2021
Nexus Capital, Llc Pittsford NY 06/2017 03/2022
Piano Wealth Management Victor NY 03/2022 Present
Previous Registrations
Other Businesses

Name: Rental Real Estate | Not investment Related | Address: 1141 Ridge Crest Drive, Victor, NY 14564 | Nature: Property Owner | Position: Property Owner | Title/Relationship: Property Owner | Start Date: 2020 | Hours per Month: 1 hour | Hours During Market Hours: 0 | Duties: Passive Oversight

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-25
  • S66 Uniform Combined State Law Examination
    2012-01-25
Other Names
  • David Piano
  • David J Piano

View on SEC IAPD

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