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1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-03 |
Branch Locations
1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 06/2017 | 06/2021 |
| Binghamton Residential Life | Binghamton | NY | 01/2016 | 05/2017 |
| Binghamton University | Binghamton | NY | 08/2013 | 05/2017 |
| Bank Of America, N.A. | Pittsford | NY | 08/2017 | 06/2021 |
| Tcwp Llc Dba Kickstand Wealth Advisors | Beachwood | OH | 06/2021 | 09/2023 |
| Kickstand Wealth Advisors | Pittsford | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-04 |
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