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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_RES | 2022-04-22 |
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
255 Woodcliff Drive 1St Floor, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackfriars Theatre | Rochester | NY | 09/2015 | 08/2017 |
| Jewish Community Center | Rochester | NY | 12/2015 | 12/2016 |
| Foresters Financial Services | Rochester | NY | 04/2016 | 06/2019 |
| Jcc | Rochester | NY | 12/2016 | 07/2018 |
| Foresters Advisory Services Llc | Fairport | NY | 07/2018 | 06/2019 |
| Longhorn Steakhouse | Rochester | NY | 08/2018 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Fairport | NY | 06/2019 | Present |
1. AMMERLY ADVISORS DBA FOR CETERA BUSINESS, 15% OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-10 |
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