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67B Monroe Avenue, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Latham | NY | 09/2011 | 01/2018 |
| Bank Of America, N.A. | Latham | NY | 09/2014 | 01/2018 |
| Hd Vest Investment Services | Lake Placid | NY | 01/2018 | 05/2018 |
| Hd Vest Advisory Services | Lake Placid | NY | 01/2018 | 05/2018 |
| Hd Vest Insurance Agency, Llc | Irving | TX | 01/2018 | 05/2018 |
| The Hoffman Eells Group Cpas Pc | Malone | NY | 01/2018 | 05/2018 |
| Lvw Advisors Llc | Pittsford | NY | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-05 |
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