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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States
Fairport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2016 | 10/2019 |
| Manning & Napier Investor Services, Inc | Fairport | NY | 08/2017 | 10/2019 |
| Unemployed | Rochester | NY | 06/2016 | 09/2016 |
| Fidelity Brokerage Services Llc | Cambridge | MA | 10/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-07 |
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