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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-11 |
Branch Locations
1040 Pittsford Victor Rd, Pittsford, NY 14534 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | NY | 10/2024 | 05/2026 |
| St. John Fisher College | Fairport | NY | 09/2016 | 05/2018 |
| Rush Henrietta School District | Rush | NY | 09/2016 | 11/2016 |
| Fairport Central School District | Fairport | NY | 11/2016 | 01/2018 |
| Limited Brands | Victor | NY | 09/2016 | 12/2016 |
| Churchville-Chili Central School District | Churchville | NY | 09/2018 | 11/2022 |
| Unemployed | Rochester | NY | 11/2022 | 10/2023 |
| East Irondequoit Central School District | Irondequoit | NY | 10/2023 | 01/2024 |
| Unemployed | Rochester | NY | 01/2024 | 10/2024 |
| Unemployed | Rochester | NY | 06/2018 | 08/2018 |
| Wealth Enhancement Group | Pittsford | NY | 05/2026 | Present |
| Wealth Enhancement Brokerage Services | Pittsford | NY | 05/2026 | Present |
| Wealth Enhancement Advisory Services | Pittsford | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-07 |
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