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100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-10 |
Branch Locations
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
100 Corporate Woods Suite 300, Rochester, NY 14623 • UNITED STATES
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 02/2015 | 10/2020 |
| Manning & Napier Advisors, Llc | Fairport | NY | 09/2015 | 10/2017 |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2017 | 10/2020 |
| Sage, Rutty & Co., Inc. | Rochester | NY | 10/2020 | 10/2022 |
| Sage, Rutty & Co., Inc. | Rochester | NY | 11/2022 | 12/2023 |
| Sage, Rutty & Co., Inc. | Rochester | NY | 01/2024 | Present |
DENNIS MARINE, LLC (www.dennismarine.com): OFFICER AND PART OWNER, SEASONAL REMOVAL AND INSTALLATION OF DOCKS AND HOISTS ON THE FINGER LAKES 05/2020- PRESENT, NON-INVESTMENT RELATED, NO TIME DEVOTED DURING SECURITIES TRADING HOURS. Basin Park Marine, LLC & BPM Land Holdings, LLC: Co-Owner of the Marina business/land, 01/2025 - Present, Non-investment related, No time devoted during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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