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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-18 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
St. Augustine, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Fund Distributor | Wilmington | DE | 02/2008 | 01/2020 |
| Wells Fargo Funds Management, Llc | Wilmington | DE | 02/2008 | 01/2020 |
| Voya Investment Management | Altanta | GA | 08/2020 | 03/2023 |
| Voya Investments Distributor, Llc | Windsor | CT | 08/2020 | 03/2023 |
| Voya Investment Management Co. Llc | New York | NY | 08/2020 | 03/2023 |
| Unemployed | Manorville | NY | 01/2020 | 08/2020 |
| Manning & Napier Advisors, Llc | Fairport | NY | 03/2023 | Present |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 03/2023 | Present |
EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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