Ian R Mann

Current Employers

Employment History

• 03/2017 → 01/2018
  Mml Investors Services, Llc
  Latham, NY
• 07/2016 → 01/2018
  Massmutual Life Insurance Co
  Latham, NY
• 07/2023 → 08/2025
  Albany Advisor Group
  Albany, NY
• 11/2022 → Present
  Sit Back Tax Llc
  Albany, NY
• 11/2020 → 11/2022
  H&R Block
  Albany, NY
• 01/2018 → 02/2020
  Goldman Sachs / Ayco
  Saratoga Springs, NY
• 07/2015 → 01/2018
  Massachusetts Mutual Lico
  Latham, NY
• 02/2020 → 11/2020
  N/A
  Saratoga Springs, NY
• 08/2025 → Present
  Lpl Financial
  Albany, NY

Previous Registrations

• 2023-07-31 → 2025-08-12
  Albanyadvisor Group Llc
  Albany, NY

Other Businesses

1) 08/26/2025 - N/A or Sit Back Tax LLC - Investment Related - Real Estate Rental- At Reported Business Location(s) - Start Date: 12/01/2024 - 20 Hrs/Mth - 0 Hrs During Trading. 2) 08/08/2025 - Mitaxpro LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date: 11/21/2022 - 20 Hrs/Mth - 5 Hrs During Trading. 3) 08/08/2025 - Empire Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related -- At Reported business location(s) - OBA Start Date: 8/5/2025 - 160 Hour/Month - 40 Hour During Trading 4) 08/08/2025- Sit Back Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported business location(s) - OBA Start Date: 8/5/2025 - 100 Hour/Month - 25 Hour During Trading 5. 08/08/2025- Sit Back Tax LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Albany NY 12205 - OBA Start Date: 11/07/2022 - 100 Hour/Month - 25 Hour During Trading 6) 10/01/2025 - Advisors Insurance Brokers - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/24/2025 - 5 Hrs/Mth - 1 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-14
• S65 Uniform Investment Adviser Law Examination
  2023-07-31

Designations