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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Penfield | NY | 02/2020 | 03/2023 |
| Esl Federal Credit Union | Rochester | NY | 03/2018 | 03/2023 |
| Keybank | Webster | NY | 10/2016 | 03/2018 |
| First Niagara Bank | Webster | NY | 06/2016 | 10/2016 |
| Esl Investment Services, Llc | Canandaigua | NY | 08/2020 | 03/2023 |
| Cetera Investment Services Llc | Canandaigua | NY | 04/2023 | Present |
| Cetera Investment Advisers Llc | Canandaigua | NY | 04/2023 | Present |
| The Canandaigua National Bank & Trust Co | Canandaigua | NY | 04/2023 | Present |
WEALTH ADVISOR FOR CANANDAIGUA NATIONAL BANK AND TRUST; PROFILE THE CLIENT, BRING IN TEAM MEMBERS, AND UPON ANALYSIS WITH TEAM DECIDE WHICH PLATFORM IS BEST FOR THE CLIENT; DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, MAKE INVESTMENT DECISIONS, OR RECOMMEND SECURITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
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