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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-22 |
| OH | RA | APPROVED | 2022-06-09 |
| NY | RA | APPROVED | 2021-07-31 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
Webster, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Rochester | NY | 11/2009 | 06/2021 |
| Jpmorgan Chase Bank | Rochester | NY | 11/2009 | 06/2021 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 06/2021 | Present |
| Manning & Napier Advisors, Llc. | Fairport | NY | 06/2021 | Present |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. Hillside Agencies - Board Member: 2021-Present, Non-Investment Related, Zero hours during trading hours (Voluntary, No compensation Received). Seneca Waterways Council, Boy Scouts of America - Board Member: 05/2023-PRESENT, Non-Investment Related, Zero hours during trading hours (Voluntary, No compensation Received).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-30 |
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