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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-03 |
| OH | RA | APPROVED | 2024-08-07 |
| NY | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED | 2024-08-06 |
Branch Locations
Rocky River, OH • United States
290 Woodcliff Drive, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aurum Wealth Management Group | Mayfield Village | OH | 05/2016 | 01/2020 |
| Marcum Wealth, Llc | Akron | OH | 01/2020 | 06/2024 |
| Manning & Napier Advisors, Llc | Fairport | NY | 07/2024 | Present |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 07/2024 | Present |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-03 |
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