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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-09 |
| NY | RA | APPROVED | 2023-06-05 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 04/2022 | Present |
| The Summit Fcu | Perinton | NY | 06/2019 | 05/2022 |
| Cgi Communications | Rochester | NY | 10/2018 | 06/2019 |
| Sherwin Williams | Parsippany | NJ | 10/2016 | 10/2018 |
| Family First Federal Credit Union | Rochester | NY | 08/2013 | 01/2018 |
| Hat World, Inc. Dba Lids / Genesco, Inc. | Victor | NY | 11/2018 | 10/2019 |
| William Patterson University | Wayne | NJ | 09/2017 | 05/2018 |
| Fitness International Dba L.A. Fitness | Wayne | NJ | 02/2016 | 06/2017 |
| Ecp-Pf Ct Operations Inc. / Planet Fitness | Penfield | NY | 08/2018 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-02 |
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