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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2019-12-10 |
| TX | RA | APPROVED | 2019-12-03 |
Branch Locations
7724 State Route 96, Victor, NY 14564 • United States
2159 Fairport 9 Mile Point Rd., Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. John Fisher College | Rochester | NY | 01/2011 | 05/2019 |
| Citizens Bank | Fairport | NY | 02/2015 | 11/2019 |
| Citizens Securities Inc. | Fairport | NY | 02/2015 | 11/2019 |
| J.P. Morgan Securities Llc | Fairport | NY | 11/2019 | Present |
| Jpmorgan Chase Bank, N.A. | Fairport | NY | 11/2019 | Present |
| Tornado Properties, Llc. | Walworth | NY | 04/2020 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: TORNADO PROPERTIES, LLC. POSITION: OWNER START DATE: 6/1/2019 ADDRESS: 3222 Walworth NY DETAILS: RENTAL PROPERTIES. INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-06 |
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