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100 Meridian Centre Blvd Suite 250, Rochester, NY 14618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-06 |
Branch Locations
100 Meridian Centre Blvd Suite 250, Rochester, NY 14618 • United States
100 Meridian Centre Blvd Suite 250, Rochester, NY 14618 • UNITED STATES
1 disclosure category 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 |
|---|---|---|---|---|
| The Daily Record Newspaper | Rochester | NY | 02/1995 | Present |
| Excel Securities & Associates, Inc. | Rochester | NY | 01/1996 | Present |
| Capitas Financial, Llc/Pittsburgh Brokerage Services | Carnegie | PA | 04/2024 | Present |
1) Tenex LLC; Not Investment-Related; 6 Tobey Woods, Pittsford, NY 14534; General; Member; 2007; 0 hours; 0 hours during trading hours. 2) Capitas Financial, LLC/Pittsburgh Brokerage Services; Not Investment-Related; 700 Washington Avenue, Carnegie, PA 15106; Insurance Agency; Independent Representative; 04/2024; Devote 1 hour per month, 1 hour during market hours 3) Tamara M. Pickard, LUTCF; Not Investment Related; 36 West Main Street, Suite 700, Rochester, NY 14614; Insurance; Insurance Representative; Receive renewal commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-03 |
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