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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-02 |
Branch Locations
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
1040 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Fairport | NY | 06/2014 | 08/2018 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 06/2014 | 08/2018 |
| Wealth Enhancement Group | Pittsford | NY | 11/2021 | Present |
| Wealth Ehnancement Advisory Services | Pittsford | NY | 11/2021 | Present |
| Armbruster Capital Management, Inc. | Pittsford | NY | 08/2018 | 08/2020 |
| Qci Asset Management, Inc. | Pittsford | NY | 08/2020 | 11/2021 |
1. MONROE COMMUNITY COLLEGE FOUNDATION - INVESTMENT RELATED - 1000 EAST HENRIETTA ROAD, ROCHESTER, NY 14623 - BOARD MEMBER/INVESTMENT COMMITTEE MEMBER - STARTED 09/2015 - 2 HOURS/MONTH, 1 HOUR SPENT DURING TRADING HOURS - ATTEND MEETINGS, STEWARD OF FOUNDATION, MONITOR ENDOWMENT PORTFOLIO 2. YMCA OF GREATER ROCHESTER - INVESTMENT RELATED - 444 EAST MAIN STREET, ROCHESTER, NY 14604 - BOARD MEMBER/INVESTMENT COMMITTEE MEMBER - STARTED 05/2019 - 2 HOURS/MONTH, 1 HOUR SPENT DURING TRADING HOURS - ATTEND MEETINGS, STEWARD OF YMCA MISSION, MONITOR ENDOWMENT PORTFOLIO 3. STATESMAN ATHLETIC ASSOCIATION OF HOBART COLLEGE - NOT INVESTMENT RELATED - 300 PULTENEY STREET, GENEVA, NY 14456 - BOARD MEMBER - STARTED 06/2018 - 2 HOURS/MONTH, 1 HOUR SPENT DURING TRADING HOURS - ATTEND MEETINGS, STEWARD OF SAA MISSION. HELP SUPPORT & ENHANCE HOBART ATHLETICS & THE EDUCATIONAL EXPERIENCE OF STUDENT ATHLETES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-02 |
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