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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-15 |
| FL | RA | APPROVED | 2023-03-04 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
150 Second Avenue North Suite 800, St. Petersburg, FL 33701 • United States
Wimauma, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 04/2020 | 07/2022 |
| University Of Wisconsin - Madison | Madison | WI | 02/2017 | 05/2020 |
| Northwestern Mutual | Appleton | WI | 05/2019 | 04/2020 |
| American Eagle | Appleton | WI | 06/2016 | 09/2019 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 08/2022 | Present |
| Manning & Napier Advisors, Llc | Faiport | NY | 08/2022 | Present |
EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. FOODIE B LLC - OWNER/BAKER: 06/2026-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-23 |
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