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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-09-11 |
| NY | RA | APPROVED | 2024-07-24 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 10/2021 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 11/2019 | 10/2025 |
| Seneca Financial Advisors Llc | Rochester | NY | 08/2018 | 11/2019 |
| Nixon Peabody Llp | Rochester | NY | 01/2015 | 05/2018 |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2025 | Present |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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