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1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-13 |
Branch Locations
1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2016 | 08/2022 |
| Apfs Wealth Management, Inc. | Rochester | NY | 01/2016 | 08/2022 |
| Cetera Advisors | St Cloud | MN | 08/2022 | 10/2025 |
| Bright Futures Wealth Management, Llc | Pittsford | NY | 08/2022 | Present |
| Silver Oak Securities, Inc. | Jackson | TN | 10/2025 | Present |
1. Bright Futures Wealth Management, Is Investment Related,"1630 Empire Blvd., Ste. 100, Webster, NY, 14580, United States", Bright Futures Wealth Management, Investment Advisory Representative,8/1/2022,160 hours per month,130 hours per month during trading hours, Fee Based Compensation, "Financial Planning, asset management and third party money management; retirement plan implementation and management" 2. Hayes Financial Group, Is Investment Related,"25 E Main St., , Avon, NY, 14414, United States", Fixed Insurance, Insurance Agent,4/12/2009,65 hours per month,40 hours per month during trading hours, Commission Compensation, "sales of life, accident, health, disability, fixed annuities and long-term care" 3. Baseball and softball umpiring, Is Not Investment Related,"25 E Main st, , Avon, NY, 14414, United States", sports officiating, Sports Official / Umpire,5/1/2022,24 hours per month,0 hours per month during trading hours, Salary Compensation, Officiate High School baseball and softball and NCAA women's softball. 4. "Mayor of Avon, NY",Is Not Investment Related,"74 Genesee St., , Avon, NY, 14414, United States", mayor of avon,Mayor,4/1/2024,80 hours per month,40 hours per month during trading hours, Salary Compensation, "policymaking, recommending policies to village board, breaking tied votes, drafting legislation, ensure laws are enforced, ensure village employees are performing job duties at an adequate level, draft yearly budget."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-01 |
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