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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-18 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Inc. | Rochester | NY | 01/2010 | 11/2018 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2018 | Present |
1. Member LLC, Royal Oak Contracting LLC Victor NY, Since 10/25/16 2. Member LLC, Tokar LLC, Fairport NY, since 12/30/2015. 3. Member, Rochester BNI Penfield NY, since 3/1/2020, 10 hrs/month. 4. Member, Greece Regional Chamber of Commerce, Rochester NY, since 12/1/2019, 2 hrs/month. 5. Board Member, Greece Regional Chamber, Rochester, NY, since 7/1/2022, 2 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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