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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
| TX | RA | APPROVED | 2018-09-12 |
| FL | RA | APPROVED | 2006-01-05 |
| OH | RA | APPROVED | 2005-10-20 |
| PA | RA | APPROVED | 2005-10-18 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 10/2005 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2005 | 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; PROVINCE OF ST. AUGUSTINE CAPUCHIN FRANCISCAN FRIARS- ADVISORY BOARD MEMBER: 05/2017-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. OWNER OF RENTAL PROPERTY: APRIL 2019 - PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS. McCandless Industrial Development Authority - Board Member; March 13th, 2024- PRESENT, INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-19 |
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