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Jacob William Schlicht

Kickstand Wealth Advisors

Pittsford, NY

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Current Employers
Kickstand Wealth Advisors

1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-03
  • NY RA
    APPROVED
    Since 2023-09-03

Branch Locations

1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsford NY 10/2007 06/2021
Tcwp Llc Dba Kickstand Wealth Advisors Beachwood OH 06/2021 09/2023
Kickstand Wealth Advisors Pittsford NY 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-24
  • S66 Uniform Combined State Law Examination
    2009-02-24
Designations
Other Names
  • Jacob W Schilicht
  • Jacob William Schlicht
  • Jacob W Schlicht
  • Jake Schlicht
  • Jacob Schlicht

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY
OSAIC WEALTH, INC. · Pittsford, NY

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