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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-28 |
| OH | RA | APPROVED | 2023-06-27 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
Columbus, OH • United States
655 Metro Place South, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Columbus | OH | 07/2015 | 10/2016 |
| Steelbridge Labs | Pittsburgh | PA | 11/2016 | 05/2018 |
| Steelbridge Labs | Pittsburgh | PA | 07/2018 | 03/2019 |
| Boyd Watterson Asset Management, Llc | Cleveland | OH | 03/2019 | 04/2023 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 05/2023 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 05/2023 | Present |
EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR; OWNER AND LANDLORD OF RENTAL PROPERTY: MAY 2023- PRESENT, NON-INVESTMENT RELATED (ZERO TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-16 |
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