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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-13 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
Syracuse, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P. | Albany | NY | 06/2018 | 06/2019 |
| Le Moyne College | Syracuse | NY | 08/2016 | 05/2018 |
| Northwestern Mutual | Rochester | NY | 06/2016 | 12/2016 |
| Oak Hill Country Club | Rochester | NY | 05/2017 | 06/2017 |
| Rochester Landscape Designs Inc | Webster | NY | 06/2017 | 08/2017 |
| Brown And Brown, Empire State | Syracuse | NY | 09/2017 | 12/2017 |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 06/2019 | 02/2021 |
| Manning & Napier Advisors, Llc | Fairport | NY | 02/2021 | Present |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 02/2021 | Present |
EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. Door Dash - Delivery Driver: October 2021-Present. Non-Investment Related (Zero hours during trading hours). Instacart - Delivery Driver: October 2021-Present. Non-Investment Related (Zero hours during trading hours). US LACROSSE TEAM - REFEREE: 02/2023 - NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
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