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Manlius, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 12/2004 | 02/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 12/2004 | 02/2019 |
| Sandhill Investment Management | Buffalo | NY | 02/2019 | 07/2022 |
| Solid Point Wealth Advisors, Llc | Queensbury | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-19 |
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