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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2026-06-05 |
| NY | RA | APPROVED | 2026-02-06 |
| SC | RA | APPROVED | 2026-02-06 |
Branch Locations
69 Monroe Avenue, Pittsford, NY 14534 • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Advisory Group | Rochester | NY | 08/2024 | Present |
| Unemployed | Rochester | NY | 07/2024 | 08/2024 |
| Soleo | Rochester | NY | 04/2024 | 07/2024 |
| Unemployed | Rochester | NY | 02/2024 | 04/2024 |
| Cgi | Rochester | NY | 01/2024 | 02/2024 |
| Ypcmedia | Rochester | NY | 03/2023 | 01/2024 |
| Unemployed | Rochester | NY | 01/2023 | 03/2023 |
| John Manser State Farm Office | Rochester | NY | 03/2015 | 01/2023 |
| Guardian Life Insurance Company | Pittsford | NY | 12/2024 | Present |
| Park Avenue Securities | Pittsford | NY | 12/2025 | Present |
| Park Avenue Securities | Rochester | NY | 04/2026 | Present |
| Guardian Life Insurance Company | Rochester | NY | 04/2026 | Present |
1) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 08/08/2025, Address: 69 Monroe Ave, Rochester NY 14534, Duties: Insurance other than Guardian 1 total hours per month; 1 during securities trading hours, Investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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