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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-08 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 7Crest Financial Partners | Rochester | NY | 01/2025 | 05/2025 |
| Taughannock Inn | Trumansburg | NY | 12/2023 | 12/2025 |
| St. John Fisher University | Rochester | NY | 09/2022 | 05/2026 |
| Town Of Lansing Rec & Park Dept. | Lansing | NY | 05/2023 | 08/2023 |
| Lakebreeze Ice Cream | Lansing | NY | 06/2022 | 08/2022 |
| Lansing High School | Lansing | NY | 09/2018 | 06/2022 |
| Moore's Tree Farm | Groton | NY | 05/2018 | 08/2021 |
| Lansing Middle School | Lansing | NY | 06/2016 | 08/2018 |
| Unemployed | Rochester | NY | 06/2026 | 07/2026 |
| Equitable Advisors, Llc. | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-13 |
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