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4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-28 |
Branch Locations
706 East Ave., Rochester, NY 14607 • United States
4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capitol Securities Management | Rochester | NY | 01/2014 | Present |
| Payx | Rochester | NY | 05/2020 | Present |
1) Doing Business As: Rochester Wealth Management Investment-related: Yes Address: 706 EAST AVE ROCHESTER NY, 14607 2) "Name of Business: PAYX Investment-related: yes Address: 2144 Brighton Henrietta TL Rd Rochester, NY 14623 Nature of the other business: Advisor on 401k discussion Position, title, or relationship with the other business: Advisor Start date: 5/24/20 Approx # of hours/month you devote to the other business: 5 Approx #of hours/month you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: Advise on 401k
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-21 |
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