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1701 Chili Avenue, Rochester, NY 14624 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-20 |
| NY | RA | APPROVED | 2021-07-11 |
| TX | RA | APPROVED | 2021-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Funds Associates Inc. | Rochester | NY | 01/2002 | Present |
| Accu-Vest Planning, Inc. | Rochester | NY | 08/1991 | Present |
| Accu-Vest Planning, Inc. | Rochester | NY | 09/1990 | Present |
| Mutual Funds Associates | Rochester | NY | 09/1990 | Present |
| Core Alpha | Rochester | NY | 01/2000 | Present |
| Core Alpha, Inc. | Rochester | NY | 01/2000 | Present |
1. Registered Representative with Mutual Funds Associates, Investment Related, 1701 CHILI AVE ROCHESTER, NY 14624, Broker Dealer. Start Date 09/1990, 40 hours/per month, during trading hours. 2. Licensed Insurance Agent, NY State, Non Investment Related, 1701 Chili Ave Rochester, NY, 14624. Insurance Sales. Start Date 08/1993, 40 hours per/month, during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-24 |
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