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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-15 |
Branch Locations
150 Allens Creek Rd., Suite 250, Rochester, NY 14618 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities, Llc | Fairport | NY | 08/2010 | 01/2024 |
| New York Life | Fairport | NY | 06/2010 | 01/2024 |
| Kappan Financial, Llc | Rochester | NY | 01/2017 | Present |
| Eagle Strategies Llc | Fairport | NY | 10/2020 | 01/2024 |
| Cetera Advisors | St Cloud | MN | 02/2024 | 10/2025 |
| Bright Futures Wealth Management, Llc Crd# 284920 | Webster | NY | 02/2024 | 03/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Silver Oak Securities | Webster | NY | 11/2025 | 04/2026 |
| Belpointe Asset Management, Llc | Reno | NV | 04/2026 | Present |
1. Fixed Insurance with Various Companies, Investment Related, 150 Allens Creek Road, Suite 250, Rochester, NY 14618, Fixed Insurance, Insurance Agent,10/4/2005,160 hours per month,120 hours per month during trading hours, Commission Compensation, Sells life, health, disability, fixed annuities and long-term care. 2. Kappan Financial, LLC, Investment Related, 150 Allens Creek Road, Suite 250, Rochester, NY 14618, Financial Services, Financial Professional, 2/1/2017,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for financial services 3. Chili Public Library , Not Investment Related, 3237 Chili Avenues, , Rochester, NY, 14624, Library, Trustee, start 7/13/2021, 5 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Attend board meetings, discuss & vote on personnel policies, assist with review of library director, learn about regulatory issues that may impact libraries and their communities, assist with interviewing potential new board members.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
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