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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-07 |
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 |
|---|---|---|---|---|
| The Source Fine Jewelers | Victor | NY | 05/2024 | 03/2025 |
| Insperity | San Jose | CA | 07/2023 | 06/2024 |
| Adp | Pleasanton | CA | 04/2022 | 06/2023 |
| Paychex | Rochester | NY | 09/2018 | 11/2021 |
| Harris Beach Llc | Pittsford | NY | 05/2017 | 04/2018 |
| Fein Such Crane | Rochester | NY | 05/2016 | 05/2017 |
| Unemployed | Farmington | NY | 04/2025 | 09/2025 |
| Unemployed | San Jose | CA | 05/2018 | 08/2018 |
| Unemployed | Santa Clara | CA | 12/2021 | 03/2022 |
| Equitable Advisors, Llc. | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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