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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
90 Linden Oaks Suite 100, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Rochester | NY | 12/2015 | 09/2016 |
| University Of Rochester | Rochester | NY | 09/2016 | 06/2017 |
| Manning And Napier | Rochester | NY | 06/2017 | 08/2017 |
| University Of Rochester | Rochester | NY | 08/2017 | 08/2018 |
| Morgan Stanley | Rochester | NY | 08/2018 | 07/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | 07/2019 |
| Securities America, Inc. | Victor | NY | 07/2019 | 06/2024 |
| Securities America Advisors, Inc. | Victor | NY | 07/2019 | 06/2024 |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
1. RENTAL PROPERTIES POSITION: Owner NATURE: Owning rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 2 Pine Brook Circle, Penfield NY 14526. DESCRIPTION: Managing the rental property and finding tenants. 2. NYS INSURANCE LICENSE POSITION: Sell Insurance NATURE: NYS Insurance License INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 6536 Anthony Drive, Victor NY 14564 DESCRIPTION: Sell term life insurance when needed for clients. Explore variable annuity options for clients. 3. ALLIED FINANCIAL SERVICES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/22/2019 ADDRESS: 90 Linden Oaks, Suite 100, Rochester NY 14626 DESCRIPTION: Allied Financial Services is the organization and advisor group that I am a part of. All investment commissions/fees are paid to Allied Financial Services then I am paid through payroll by Allied Financial Services. 4. ALLIED FINANCIAL SERVICES OWNERSHIP POSITION: Shareholder NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2025 ADDRESS: 90 Linden Oaks, Suite 100, Rochester NY 14625 DESCRIPTION: - Am a partial owner of Allied Financial Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-26 |
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