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1703 Monroe Avenue, Rochester, NY 14618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-04 |
| NY | RA | APPROVED | 2022-11-15 |
Branch Locations
1703 Monroe Avenue, Rochester, NY 14618 • United States
1703 Monroe Avenue, Rochester, NY 14618-1487 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 05/2019 | 11/2022 |
| Medical Marketing Associates Llc | Rochester | NY | 01/2018 | 05/2019 |
| Victor Surgical Care Pllc | Victor | NY | 08/2013 | 01/2018 |
| Ff Thompson Hospital | Canandaigua | NY | 09/2015 | 12/2016 |
| Bank Of America, N.A. | Pittsford | NY | 07/2019 | 11/2022 |
| Brighton Securities | Rochester | NY | 11/2022 | Present |
Tax referral fee from Brighton Securities Tax and Accounting an affiliate of Brighton Securities Corp. spends less than 1 hour per week, started in 1/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-02 |
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