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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
Webster, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shadow Lake Golf & Restaurant | Penfield | NY | 05/2023 | 09/2023 |
| Stifel | Pittsburgh | PA | 01/2023 | 05/2023 |
| Constellation Brands | Victor | NY | 05/2022 | 08/2022 |
| Paychex | West Henrietta | NY | 05/2021 | 08/2021 |
| Dunkin' Donuts | Fairport | NY | 07/2017 | 10/2017 |
| Pittsford Farms Dairy | Pittsford | NY | 07/2018 | 12/2023 |
| Duquesne University Learning Skills Center | Pittsburgh | PA | 10/2021 | 05/2022 |
| Fidelity Investments | Rochester | NY | 12/2023 | Present |
| Duquesne University | Pittsburgh | PA | 08/2019 | 05/2023 |
| Pittsford Sutherland High School | Pittsford | NY | 09/2015 | 06/2019 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
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