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50 Square Drive Suite 210, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nixon Peabody Financial Advisors Llc | Rochester | NY | 10/2013 | 05/2018 |
| Nixon Peabody Llp | Rochester | NY | 10/2013 | 05/2018 |
| Cooper/ Haims Advisors, Llc | Victor | NY | 05/2018 | Present |
YWCA of Rochester & Monroe County - Located at 175 North Clinton Avenue, Rochester, NY 14604, Non-Investment Related, Nature: Housing and counseling for women, including single mothers and teens, Position: Investment Committee Member, Duties: Review endowment portfolio investments Approximately 1 hour per month during trading hours.
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