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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-03 |
| FL | RA | APPROVED | 2024-04-17 |
| NY | RA | APPROVED | 2021-08-23 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
8365 Seneca Turnpike, New Hartford, NY 13413 • United States
438 Tamiami Trail South, Osprey, FL 34229 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey W. Hanretty & Associates | New Hartford | NY | 11/1989 | Present |
| National Securities Corporation | New Hartford | CT | 05/2016 | 05/2017 |
| National Asset Management | New Hartford | CT | 06/2016 | 05/2017 |
| Lifemark Securities Corp. | Rochester | NY | 06/2017 | Present |
| Hanretty & Harloff Pa, Llc | Osprey | FL | 02/2016 | 04/2020 |
(1) JEFFREY W. HANRETTY CPA & ASSOCIATES CPA PRACTICE/NOT INVESTMENT RELATED/ 8365 SENECA TURNPIKE, NEW HARTFORD, NY 13413/ CPA/OWNER OPERATOR SINCE 1989/ 200 PER MONTH / 5 HRS A DAY DURING TRADING HRS/MANAGE CPA PRACTICE.(2) 8379 SENECA TURNPIKE, LLC /NOT INVESTMENT RELATED/8365 SENECA TNPK NEW HARTFORD NY 13413/REAL ESTATE RENTAL 50% PARTNER IN OFFICE BUILDING WHICH IS LOCATION OF MY OFFICE START 2008/2 HRS PER MONTH/MANAGE BUILDING. / 438 South Tamiami, LLC" for the purchase of an office condo at 438 Tamiami Trail South, Osprey, FL 34229. This office is being used for a small CPA practice in Florida.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-19 |
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