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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-13
  • NY RA
    APPROVED
    Since 2021-05-13

Branch Locations

1175 Pittsford-Victor Rd, Ste 100, Pittsford, NY 14534 • United States

One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • 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
Voya Financial Advisors Fairport NY 09/2014 Present
  • 09/2014 → Present
    Voya Financial Advisors
    Fairport, NY
Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1175 Pittsford Victor Rd, Suite 100; Pittsford; NY; 14534; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/21/2015; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Linden Legacy LLC; No; 140 Selborne Chase; Fairport; NY; 14450; Purchase of a 3-family home as a rental property; Owner; 9/27/2021; 10; 5; Landlord| THE SETON FOUNDATION, INC. POSITION: Board President NATURE: The Seton Foundation supports the academicinitiatives of Seton Catholic School (a private school my kids attend). Board membersmanage the foundation budget and funding allocations to the school to help support strategic initiatives. The foundation's primary funding comes through the annual appeal, which takes place each fall, and a fundraising event known as BLAST. The committee also acts as a sounding board for school administrators, helping to navigate opportunities and challenges as they arise over the course of the school year. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2023 ADDRESS: 165 Rhinecliff Dr, Rochester NY 14618, United States DESCRIPTION: Act as the President of the Board, carrying out the mission of the foundation (described above).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-03-27
  • S63 Uniform Securities Agent State Law Examination
    2010-03-27
Other Names
  • Adrienne Marie Frank

View on SEC IAPD

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