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1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
Branch Locations
1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
10 Office Park Way Suite 200, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Rochester | NY | 08/2014 | 10/2020 |
| Prudential | Rochester | NY | 08/2014 | 10/2020 |
| Rochester Wealth Partners | Pittsford | NY | 10/2020 | Present |
| Cetera Advisors Llc | Pittsford | NY | 10/2020 | 10/2025 |
| Bright Futures Wealth Management, Llc | Pittsford | NY | 10/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2025 | Present |
1. Bright Futures WM LLC, Is Investment Related,"1630 Empire Blvd Suite 100, Webster, NY, 14580, United States", Wealth Management; Advisory Services, Investment Advisor Representative,8/21/2021,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, Financial Planning & Wealth Management 2. Insurance with various companies, Is Not Investment Related,"10 Office Park Way, Suite 200, Pittsford, NY, 14534, United States", Insurance Agent,10/1/2020,160 hours per month,120 hours per month during trading hours, Commission Compensation, "Sell Life, Health, Disability, Long Term Care and Annuities" 3. Rochester Wealth Partners, Is Investment Related, "10 Office Park Way, Suite 200, Pittsford, NY, 14534, United States", DBA for independent financial professional,10/1/2020,160 hours per month,120hours per month during trading hours, Commission Compensation, DBA for independent financial professional 4. "Equimark East, LLC",Is Investment Related,"1630 Empire Blvd, , Webster, NY, 14580, United States",Investment Advisor,Investment Advisor Representative,8/1/2022,40 hours per month,2 hours per month during trading hours,Salary Compensation,"Provide financial planning and investment advisory services to clients of Bright Futures, working as a partner and employee for the book of a retired planner."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-15 |
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