Hope Anne Thompson Maniatis

Current Employers

Employment History

• 06/2014 → 12/2018
  Crosman Corporation
  Bloomfield, NY
• 12/2018 → 01/2025
  Lincoln Financial Advisors Corporation
  Rochester, NY
• 01/2025 → Present
  Osaic Wealth, Inc.
  Melbourne, FL

Previous Registrations

• 2021-03-22 → 2025-01-24
  Osaic Fa, Inc.
  Rochester, NY
  Colorado Springs, CO
  Melbourne, FL
  Melbourne, FL

Other Businesses

1) HOPE THOMPSON COLORADO SPRINGS CO 80923 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE START DATE: 02/11/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS:0 2) HOPE MANIATIS POSITION: Self NATURE: Notarizing documents for clients as needed for LFA, NFS, Lincoln Life, etc. paperwork. I do not advertise my services outside of clients. I do not frequently notarize documents now since I am no longer living in Rochester, NY. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2019 ADDRESS: 2542 Reflections Pl, West Melbourne FL 32904, United States DESCRIPTION: Notarize documents as needed for current clients. This is something a rarely do now and haven't for sometime. 3) FAMILY WEALTH AND LEGACY POSITION: Practice Manager NATURE: Family Wealth and Legacy is a company owned by Michael Palumbos. Family Wealth and Legacy is who pays my salary, not Michael as an individual. I am a registered assistant under Michael. Family Wealth and Legacy is an S-corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/10/2018 ADDRESS: 70 Linden Oaks, 3rd Floor, Rochester NY 14625, United States DESCRIPTION: All working hours are spent on this position. I was hired in 2018 and became registered 3/18/2021. I primarily handle administrative duties and also trades. I draft and submit electronic paperwork for processing, I speak with clients via email, over the phone, and occasionally via Zoom. I do not have my own book of clients, I do not see Michael's clients at my home, I do not accept mail (including checks), and I do not have any hard copy files or documents, everything I work on is electronic.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-18

Other Names

• Hope Anne Thompson