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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-28 |
| NY | RA | APPROVED | 2025-08-17 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 12/2014 | 05/2023 |
| Jpmorgan Chase Bank Na | Greenwich | CT | 06/2023 | 07/2025 |
| Jpmorgan Securities Llc | Greenwich | CT | 06/2023 | 07/2025 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 07/2025 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 07/2025 | Present |
EMPLOYEE AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-10 |
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