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160 Linden Oaks, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage, Rutty & Co., Inc. | Rochester | NY | 12/2019 | 02/2020 |
| Consulting | Rochester | NY | 05/2016 | 12/2019 |
| Sage, Rutty & Co., Inc. | Rochester | NY | 02/2020 | 08/2021 |
| Fiduciary First Advising | Webster | NY | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-25 |
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