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100 Meridian Centre Blvd Suite 250, Rochester, NY 14618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-18 |
Branch Locations
2243 Lyell Ave, Rochester, NY 14606 • United States
100 Meridian Centre Blvd Suite 250, Rochester, NY 14618 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Erb'S Income Tax Service, Inc | Rochester | NY | 01/1985 | Present |
| Ashton Thomas Securities, Llc | Rochester | NY | 06/2011 | Present |
| Phillip Yargeau | Rochester | NY | 06/2014 | Present |
| Pike & Gold Partners | Rochester | NY | 07/2007 | Present |
1) ERB Financial; Non Investment Related; Rochester, NY; Tax Preparation; 40% Owner, Tax Preparer; 01/1985; Devote up to 80 hours per month, 80 hours during market hours seasonally; I prepare tax returns 2) Phillip Yargeau (Health Insurance); Non Investment Related; Rochester, NY; Health Insurance; Insurance Agent; 06/2014; Devote up to 60 hours, up to 60 hour during market hours seasonally; Assisting clients choosing Medicare Supplement or Advantage Plans annually 3) Phillip Yargeau (Life Insurance & Long Term Care); Non Investment Related; Rochester, NY; Life Insurance & Long Term Care; Insurance Agent; 06/2014; Devote 0 hours 4) Pike & Gold Partners; Not Investment Related; Rochester, NY; Rental Property Partnership; Landlord; 07/2007; Devote 0 hours during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-13 |
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