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100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-13 |
Branch Locations
100 Corporate Woods Suite 300, Rochester, NY 14623 • UNITED STATES
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase & Co. | New York | NY | 05/2015 | 11/2017 |
| Morgan Stanley Distribution, Inc. | New York | NY | 11/2017 | 03/2020 |
| Sage, Rutty & Company, Inc. | Rochester | NY | 01/2024 | Present |
| Wiley Edge | Rochester | NY | 04/2022 | 01/2024 |
| Self Employed | Rochester | NY | 04/2020 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
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