Benjamin Clayton Forte

Current Employers

Employment History

• 11/2018 → 01/2022
  Esl Federal Credit Union
  Rochester, NY
• 11/2019 → 05/2023
  Lpl Financial
  Rochester, NY
• 04/2016 → 11/2018
  Salvatore's At Donuts Delite
  Rochester, NY
• 04/2016 → 12/2016
  Wendys
  Webster, NY
• 06/2017 → 08/2017
  Deerfoot Lodge
  Speculator, NY
• 08/2016 → 05/2018
  Elim Bible Institute And College
  Lima, NY
• 09/2018 → 12/2019
  Roberts Wesleyan College
  Rochester, NY
• 02/2020 → 05/2023
  Esl Investment Services, Llc
  Rochester, NY
• 05/2023 → 06/2026
  Tiaa
  Rochester, NY
• 05/2023 → 06/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Rochester, NY
• 06/2026 → Present
  Kickstand Wealth Advisors
  Rochester , NY

Previous Registrations

• 2023-06-09 → 2026-06-17
  Tiaa-Cref Individual & Institutional Services, Llc
  Rochester, NY
  East Rochester, NY
• 2021-09-15 → 2023-05-30
  Lpl Financial Llc
  Webster, NY
  Rochester, NY

Other Businesses

(1) Name: Residential Rental Property Position: Owner Nature: Residential rental property for investment income. Communicating with tenants, maintaining property (landscaping, plumbing repairs, etc), and administrative tasks. Investment Related: Yes Hours: 15 Securities Trading Hours: 0Start Date: 11/23/2020 Address: Home Address, East Rochester NY 14445, United States Description: Ownership and maintenance of a residential rental property. (2) TRINITY COMMUNION CHURCH POSITION: Trustee NATURE: As a religious organization (a church), Trinity Communion Church holds Sunday church services and faith based programs and events. The church has a number of trustees as required by law. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 759 Winona Blvd, Rochester NY 14617, United States DESCRIPTION: As trustee, I will be giving input to organizational decisions and reviewing the church budget (no financial control). (3) ESTATE PLANNING COUNCIL OF ROCHESTER POSITION: Board Member NATURE: This is a professional organization focused on: 1. Collaborative Networking: Engage with professionals from complementary industries, enabling you to broaden your knowledge base, build strategic partnerships, and enhance your service offerings. 2. Professional Development: Access ongoing education and training through seminars, workshops, and conferences designed to keep you at the forefront of estate planning trends and best practices. 3. Thought Leadership: Contribute to and benefit from thought leadership in estate planning, positioning yourself as a specialist in the field. There are no products offered, just educational presentations and networking events. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2025 ADDRESS: Not Disclosed (No Address), Rochester NY 14614, United States DESCRIPTION: As a board member, I would be responsible for contributing to decisions such as taking in new members, overseeing communications to the public, and collaborating with other board members to find ways to provide education and value to members of the council.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-15
• S63 Uniform Securities Agent State Law Examination
  2019-12-19

Designations

Other Names

• Ben Forte