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114 Turner Street, Clearwater, FL 33756 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED | 2025-01-03 |
Branch Locations
1250 Pittsford Victor Rd. Bldg 100, Ste 120, Pittsford, NY 14534 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 02/1996 | 01/2025 |
| Bank Of America,N.A. | Pittsford | NY | 06/2011 | 01/2025 |
| Indivisible Partners | Pittsford | NY | 01/2025 | Present |
Name of OBA: Rental Properties: 216 Magnolia LLC, J&T Thompson, LLC, Jackson Square, LLC, Marco Island property; Investment Related: No; Position: Co-owner with other family members Employee Start Date: 9/10/2022 No Hours: 1 Monthly No Hours during trading: 0 Duties: Rental Property Owner Name of OBA: N/A; Investment Related: Yes; Nature of Business: Insurance Agent; Start Date: August 26, 2025; No Hours/Month: 1; Hours During Trading: 0; Duties; insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-18 |
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