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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Rochester | NY | 01/2023 | Present |
| J Crew Factory | Rochester | NY | 11/2022 | 01/2023 |
| Equitable Advisors Llc | Rochester | NY | 11/2022 | 11/2022 |
| The Lake House On Canandaigua | Canandaigua | NY | 07/2020 | 11/2022 |
| Suny Oswego University | Oswego | NY | 05/2020 | 05/2021 |
| Suny Oswego University | Oswego | NY | 08/2018 | 05/2020 |
| Finger Lakes Community College | Canandaigua | NY | 09/2017 | 05/2018 |
| Dimarco, Abiusi, & Pascarella Cpa Firm | Syracuse | NY | 01/2020 | 03/2020 |
| Pontillo'S Pizzeria | Canandaigua | NY | 03/2018 | 12/2019 |
| Seneca Shore Wine Cellars | Penn Yan | NY | 06/2019 | 08/2019 |
| Applebee'S Grill And Bar | Canandaigua | NY | 12/2017 | 07/2018 |
| Mightea Boba | Canandaigua | NY | 10/2017 | 03/2018 |
| New York Kitchen | Canandaigua | NY | 09/2017 | 01/2018 |
| Roseland Waterpark | Canandaigua | NY | 07/2017 | 09/2017 |
| Empire State Potato Growers | Stanley | NY | 06/2018 | 08/2018 |
| Pick'N Patch / Rr Event Llc | Stanley | NY | 09/2016 | 10/2016 |
| Bristol Harbor | Bristol | NY | 05/2019 | 05/2019 |
| Marcus Whitman Central School District | Rusville | NY | 09/2013 | 06/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-31 |
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