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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
| NY | RA | APPROVED | 2024-10-21 |
Branch Locations
1425 Jefferson Rd, Rochester, NY 14623-3139 • United States
3603 Mount Read Blvd, Rochester, NY 14616-3433 • United States
Rochester, NY • United States
189 West Main St, Webster, NY 14580-2925 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rita Laveck Photography | Rochester | NY | 04/2011 | 07/2021 |
| Bank Of America, N.A. | Pittsford | NY | 02/2015 | 10/2018 |
| Citizens Securities Inc. | Fairport | NY | 10/2018 | 04/2021 |
| Citizens Bank | Fairport | NY | 10/2018 | 04/2021 |
| Lpl Financial Llc | Webster | NY | 07/2021 | 10/2024 |
| Kinecta Federal Credit Union | Webster | NY | 07/2021 | 10/2024 |
| Ameriprise Financial Services, Llc | Webster | NY | 10/2024 | Present |
Outside Employment; Kinecta Wealth Management (KFIS); Financial Advisor; Retail; 189 W. Main St., , Webster, NY, 14580; Investment-Related; 07/28/2021; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
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