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167 Sully'S Trail Suite 300, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-25 |
Branch Locations
167 Sully'S Trail Suite 300, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 02/2008 | 08/2017 |
| Manning & Napier Advisors, Llc | Fairport | NY | 01/2013 | 08/2017 |
| Lpl Financial, Llc | San Juan Capistrano | CA | 09/2017 | 08/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 09/2017 | 08/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 09/2019 | 07/2020 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 09/2019 | 05/2025 |
| Manning & Napier Advisors, Llc | Fairport | NY | 07/2020 | 05/2025 |
| High Probability Advisors, Llc | Rochester | NY | 05/2025 | Present |
Lakeland Industries- Member of the Board of Directors and sits on various Board committees: March 2021-Present, Non-Investment Related (Zero hours during trading hours). Don Hamblin Management LLC- Rental Property Owner: December 2021-Present, Non-Investment Related (Zero hours during trading hours). NL Hamblin Capital LLC- Board Member: 01/2022-Preset, Non-Investment-Investment Related (Zero hours during trade hours). DR Hamblin Management LLC - Rental Property Owner: 04/2022-Present, Non-Investment Related (Zero hours during trade hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-09 |
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