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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
2290 East Ave, Rochester, NY 14610 • United States
400 Meridian Centre Suite 101, Rochester, NY 14618 • United States
Webster, NY • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co | Pittsford | NY | 09/2015 | 09/2017 |
| Park Avenue Securities Llc | Pittsford | NY | 11/2015 | 09/2017 |
| Guardian Life Insurance Company | Rochester | NY | 09/2017 | 02/2019 |
| Park Avenue Securities | Rochester | NY | 09/2017 | 02/2019 |
| Massmutual | Rochester | NY | 03/2019 | Present |
| Mml Investors Services, Llc | Rochester | NY | 04/2019 | Present |
| Alliance Advisory Group | Rochester | NY | 08/2015 | 03/2019 |
1)Name: Cardinal Wealth LLC, Inv Rel: Y Addr:1066 Everwild View, Webster NY 14580, Nature: LLC for payroll protection for the business, Position:CEO/Owner, Start: 02/1/2023, No Hr/Mo: 12 No Hr/Mo Dur Trading: 8, Duties:I own the firm. 2)Name: Pinnacle, Inv Rel: Y Addr: 2290 East Ave, Rochester NY 14610, Nature:Outside Insurance, Position: Agent Start: 5/1/2025, No Hr/Mo: 4 No Hr/Mo Dur Trading: 4 Duties:Life & Disability. 3)Name: Bradley Smith Inv Rel: N Addr: At Residential Address Nature: Entertainment Industry Position: Actor Start:06/27/2026 No Hr/Mo: 5 No Hr/Mo Dur Trading: 5 Duties: Film Extra
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-06-21 |
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