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1580 W Ridge Rd, Rochester, NY 14615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-22 |
| TX | RA | APPROVED_RES | 2020-05-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 12/2013 | 04/2018 |
| Cadaret, Grant & Co, Inc. | Pittsford | NY | 04/2018 | 02/2020 |
| Rochester Investments, Inc. | Rochester | NY | 10/2019 | Present |
1)Income tax returns and payroll services, 2002 - Present. 2) Rental Property located at 94 Little Creek Dr, Rochester, NY 14616, 2013 - Present,. 3) NYS Licensed Life Insurance Agent, 2013 - Present. These activities do not provide 10% or more of her total earned income, or require 10% or more of her time commitment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-15 |
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