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1160 Pittsford Victor Road, Suite A, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-09 |
Branch Locations
260 East Main St. Suite 3400, Rochester, NY 14604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Pittsford | NY | 06/2016 | Present |
| Cornerstone Wealth Management, Llc | St. Peters | MO | 06/2016 | 05/2018 |
| Lynnleigh & Company, Llc | Pittsford | NY | 05/2018 | Present |
1. dba J. Curtis Wealth Advisory Services. Investment Related. 260 East Main Street Suite 3400 Rochester, NY 14604. Start Date 07/01/2022. Operates as a dba for LynnLeigh & Company, LLC. 2. Free2Ski, LLC Investment Related. 1160A Pittsford Victor Road, Pittsford, NY 14534. Sole Owner. Start Date 06/2018. Free2Ski is a "pass through" organization to receives revenues from duties as an IAR of LynnLeigh & Company, LLC. 3. 12 Beach, LLC. Not Investment Related. 12 Beach Terrace, Rochester, NY 14617. Owner. Start Date 01/01/2021. 12 Beach, LLC serves as a "pass through" for me to receive income from my rental property located at 12 Beach Terrace.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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