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19 Prince St. 3Rd Floor, Rochester, NY 14607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-19 |
Branch Locations
19 Prince St. 3Rd Floor, Rochester, NY 14607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Novem Group | Rochester | NY | 08/2019 | 07/2022 |
| Federated Clover Investment Advisors | Rochester | NY | 07/2012 | 08/2019 |
| Cobblestone Capital Advisors, Llc | Rochester | NY | 07/2022 | 09/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 09/2025 | Present |
Name: St. John Fisher University Address: 3690 East Avenue, Rochester, New York 14618 Not Investment Related Nature: University Position/Title: Adjunct Professor Start: 09/30/2021 Hours/Month: 24 Hours during Market Hours: 1 Duties: teacher
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