Charles Edward Lovejoy

Current Employers

Rise Advisors, Llc

500 Linden Oaks Suite 320, Rochester, NY 14625 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-09-05

NY RA
APPROVED

Since 2025-09-05

Branch Locations

500 Linden Oaks Suite 320, Rochester, NY 14625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Massmutual Life Insurance Company	Rochester	NY	12/2014	12/2016
Mml Investors Services Llc	Rochester	NY	01/2015	12/2016
Kafl	Rochester	NY	01/2017	03/2023
Crump	Rochester	NY	04/2023	07/2025
Rise Advisors	Rochester	NY	08/2025	Present

12/2014 → 12/2016

Massmutual Life Insurance Company

Rochester, NY
01/2015 → 12/2016

Mml Investors Services Llc

Rochester, NY
01/2017 → 03/2023

Kafl

Rochester, NY
04/2023 → 07/2025

Crump

Rochester, NY
08/2025 → Present

Rise Advisors

Rochester, NY

Other Businesses

1. Independent Insurance Agent, Sole Proprietor, Start: 02/02, 400 Linden Oaks Suite 120, Rochester, NY 14625, Insurance Agency/Agent of Life, LTC & Fixed Annuities, Investment-related, 1 hour per month, .001 hours per day during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-14
S63	Uniform Securities Agent State Law Examination	2006-02-21

S65 Uniform Investment Adviser Law Examination

2025-07-14
S63 Uniform Securities Agent State Law Examination

2006-02-21

Other Names

Charles E Lovejoy

View on SEC IAPD