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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-29 |
| TX | RA | APPROVED | 2006-05-10 |
| FL | RA | APPROVED | 2004-10-13 |
| OH | RA | APPROVED | 2004-05-04 |
Branch Locations
Hunting Valley, OH • United States
290 Woodcliff Drive, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Dublin | OH | 04/2004 | Present |
| Manning & Napier Advisors, Llc | Dublin | OH | 04/2004 | 10/2019 |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2019 | Present |
EMPLOYEE AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR; MINORITY SHAREHOLDER OF THE COMPANIES THAT COMPRISE THE MANNING & NAPIER GROUP OF COMPANIES, INCLUDING MANNING & NAPIER INVESTOR SERVICES, INC. AND ITS AFFILIATES AS DISCLOSED ON FORM BD; CONRAD'S TOTAL CAR CARE AND TIRE CENTERS - OWNER, BOARD OF DIRECTOR - CHAIRMAN, AND ADVERTISING SPOKESPERSON, NON-INVESTMENT RELATED, 14 HOURS ANNUALLY, ZERO HOURS DURING TRADING HOURS; C.A.W. INC. - S&H INDUSTRIES - OWNER AND BOARD OF DIRECTORS - CHAIRMAN,, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; ELYRIA SPRING AND SPECIALTY - OWNER AND BOARD OF DIRECTORS - CHAIRMAN, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; WESTERN MANAGEMENT, INC. - BOARD OF DIRECTORS - CHAIRMAN, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS; VECTORVEST, INC. - BOARD OF DIRECTOR MEMBER (COMPENSATED), 05/2015 - PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. THE VILLAGE OF HUNTING VALLEY - INVESTMENT COMMITTEE ADVISOR; 07/2019- PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-22 |
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