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1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-03 |
Branch Locations
1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Pittsford | NY | 10/2014 | 06/2018 |
| Liquid Products | Waterloo | NY | 06/2018 | 01/2022 |
| Northwestern Mutual / Christopher Haigh | Pittsford | NY | 04/2020 | 01/2022 |
| Tcwp Llc Dba Kickstand Wealth Advisors | Beachwood | OH | 01/2022 | 09/2023 |
| Kickstand Wealth Advisors | Pittsford | NY | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-06 |
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