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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-29 |
| OH | RA | APPROVED | 2025-07-29 |
| NY | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED_RES | 2025-07-02 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | Denver | CO | 11/2021 | 02/2023 |
| Sutton Platform Innovations | Greenwood Village | CO | 08/2009 | 10/2021 |
| Healthy Launchpad Inc. | Denver | CO | 05/2020 | 01/2021 |
| Nanosphere Health Sciences | Greenwood Village | CO | 08/2013 | 07/2019 |
| Lincoln Investment | Fort Washington | PA | 08/2023 | 06/2025 |
| Capital Analysts | Fort Washington | PA | 08/2023 | 06/2025 |
| Unemployed | Lone Tree | CO | 02/2023 | 08/2023 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 06/2025 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 06/2025 | Present |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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