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100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-30 |
| NY | RA | APPROVED | 2025-07-29 |
Branch Locations
100 Corporate Woods Suite 300, Rochester, NY 14623 • UNITED STATES
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
100 Corporate Woods Suite 300, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Fayetteville | NY | 12/2019 | 03/2020 |
| Northwestern Mutual | Victor | NY | 05/2019 | 10/2019 |
| Axa Advisors | New York | NY | 03/2020 | 06/2020 |
| Creative Environment Day School | Fayettevlle | NY | 06/2016 | 08/2018 |
| State University Of New York At Geneseo | Geneseo | NY | 08/2015 | 12/2019 |
| Equitable Advisors, Llc | New York | NY | 03/2020 | 03/2025 |
| Sage Rutty & Company, Inc. | Rochester | NY | 07/2025 | Present |
| Unemployed | Fayetteville | NY | 03/2025 | 07/2025 |
MLD Holdings, L.P.: Limited Partner/Owner of holding company, 01/2012 - present, investment related with no trading authority, no time devoted during security trading hours. Onondaga East Chamber: Board member, 02/2022 - present, non-investment related, <1 hour per month during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-23 |
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