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500 Linden Oaks Suite 320, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-19 |
Branch Locations
500 Linden Oaks Suite 320, Rochester, NY 14625 • United States
Wellsville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alfred University | Alfred | NY | 01/2010 | 08/2026 |
| Rise Advisors, Llc | Wellsville | NY | 12/2024 | Present |
| Alfred University | Alfred | NY | 08/2026 | Present |
Mark Lewis serves as Trustee for the Seventh Day Baptist Memorial Fund, overseeing charitable activities. As of August 4, 2026 Mark Lewis began serving as the Chief Financial Officer and Vice President of Business & Finance at Alfred University, located at 1 Saxon Drive, Alfred, NY 14802. Not investment related. Approximate number of hours per month devoted to the business: 160; Hours per month during securities trading hours: 0. As part of his employment at Alfred University, he may occasionally teach classes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
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