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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
| TX | RA | APPROVED | 2019-06-19 |
Branch Locations
255 Woodcliff Drive 1St Floor, Fairport, NY 14450 • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Advisory Services Llc | Rochester | NY | 05/2013 | 06/2019 |
| Foresters Financial | Rochester | NY | 05/2015 | 07/2018 |
| Suny College Of Brockport | Brockport | NY | 10/2015 | 08/2018 |
| Foresters Financial Services | Rochester | NY | 07/2018 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Fairport | NY | 06/2019 | Present |
1.) HIGHLAND PARK CONSERVANCY, MEMBER OF FINANCE COMMITTEE & TREASURER, NO AUTHORITY TO PLACE OR HANDLE SECURITIES, RECOMMEND SPECIFIC TRANSACTIONS OR MAKE INVESTMENT DECISIONS, CHECKBOOK REQUIRES DUAL SIGNERS. 2. AMMERLY ADVISORS DBA FOR CETERA BUSINESS, 25% OWNER;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-01 |
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