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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-29 |
| NY | RA | APPROVED | 2024-03-18 |
| TX | RA | APPROVED | 2024-03-18 |
| FL | RA | APPROVED | 2024-01-23 |
| GA | RA | APPROVED | 2023-12-11 |
Branch Locations
Sw Marietta, GA • United States
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 Advisors, Llc | Fairport | NY | 11/2022 | Present |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 11/2022 | Present |
| Vanderlande Industries | Marietta | GA | 01/2021 | 11/2022 |
| Halocarbon Products Corporation | Peachtree Corners | GA | 06/2018 | 12/2021 |
| Americold Logistics | Atlanta | GA | 10/2011 | 05/2018 |
| Crysten Breita Consulting | Dunwoody | GA | 08/2015 | 02/2021 |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. ROOM TO MOVE- BOARD MEMBER (TREASURER): MARCH 01, 2021 - PRESENT, NON-INVESTMENT RELATED, LESS THAN 10 HOURS PER MONTH (EVENINGS AND WEEKENDS), ZERO HOURS DURING TRADING HOURS; ACCOUNTNG & FINANCIAL CONSULTING- APRIL 01, 2016- PRESENT, NON-INVESTMENT RELATED, LESS THAN 10 HOURS PER MONTH (EVENINGS AND WEEKENDS), ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-08 |
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