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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| NY | RA | APPROVED | 2025-08-27 |
Branch Locations
2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truth Collective | Ny | NY | 12/2023 | 09/2024 |
| Student At Rit | Rochester | NY | 08/2013 | 06/2017 |
| Fidelity Investments | Rochester | NY | 02/2025 | Present |
| Unemployed | Rochester | NY | 06/2023 | 12/2023 |
| Kodak Alaris | Ny | NY | 01/2022 | 06/2023 |
| Unemployed | Rochester | NY | 09/2024 | 01/2025 |
| Butler/Till | Ny | NY | 05/2020 | 01/2022 |
| Strand Marketing | Ma | MA | 06/2017 | 02/2019 |
| Saltwater Collective | Nh | NH | 02/2019 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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