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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-09 |
| NY | RA | APPROVED | 2023-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esl Federal Credit Union | Rochester | NY | 11/2014 | 08/2017 |
| Lpl Financial, Llc | Webster | NY | 09/2015 | 06/2023 |
| Esl Investment Services, Llc | Webster | NY | 02/2016 | 06/2023 |
| Cetera Investment Services Llc | Canandaigua | NY | 07/2023 | Present |
| Cetera Investment Advisers Llc | Pittsford | NY | 07/2023 | Present |
| Canandaigua National Bank And Trust | Pittsford | NY | 07/2023 | Present |
1. RELATIONSHIP MANAGER AT CANANDAIGUA NATIONAL BANK & TRUST, ACT AS A RELATIONSHIP MANAGER TO CLIENTS OF CANANDAIGUA NATIONAL BANK WEALTH MANAGEMENT, PROVIDE PLANNING AND RELATIONSHIP DEVELOPMENT, DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, DOES NOT RECOMMEND SPECIFIC SECURITIES TRANSACTIONS NOR MAKE INVESTMENT DECISIONS 2. POA FOR MOTHER (CATHERINE BROWN) 3. ESTATE EXECUTOR FOR AUNT CHARLENE BROWN 4. POWER OF ATTORNEY FOR AUNT (CHARLENE BROWN)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-12-17 |
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