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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-22 |
Branch Locations
1 South Washington Street, Suite 130 The Washington Building, Rochester, NY 14614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barton Associates | Peabody | MA | 06/2019 | 05/2020 |
| Jupiter Hills Club | Tequesta | FL | 10/2018 | 06/2019 |
| The Philadelphia Cricket Club | Flourtown | PA | 03/2018 | 10/2018 |
| Unemployed | Rochester | NY | 01/2018 | 02/2018 |
| Unemployed | Rochester | NY | 05/2020 | 08/2020 |
| Student | Mississippi State | MS | 08/2017 | 12/2017 |
| The Country Club Of Rochester | Rochester | NY | 05/2017 | 08/2017 |
| Business Golf International | Atlanta | GA | 01/2017 | 04/2017 |
| Student | Mississippi State | MS | 01/2016 | 12/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2020 | 10/2021 |
| Northwestern Mutual Investment Services Llc | Pittsford | NY | 02/2021 | 01/2023 |
| Russell K Schwartzbeck | Pittsford | NY | 10/2021 | 08/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2022 | 01/2023 |
| Stratos Wealth Advisors, Llc | Rochester | NY | 08/2023 | Present |
Invessent - Registered Investment Advisor DBA - Inv Related - Rochester, NY - investment advisory and financial planning - Financial advisor. 8/22/2023. 160 hours/month; 130 hours/month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-28 |
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