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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2025-01-16 |
| FL | RA | APPROVED | 2024-04-18 |
| NY | RA | APPROVED | 2023-12-08 |
| PA | RA | APPROVED | 2023-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 01/2023 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 01/2023 | Present |
| Bank Of America | Pittsburgh | PA | 12/2022 | 01/2023 |
| Not Employed | Wexford | PA | 07/2022 | 12/2022 |
| The Pnc Financial Services Group, Inc. | Pittsburgh | PA | 10/2020 | 07/2022 |
| Not Employed | Wexford | PA | 01/2020 | 10/2020 |
| The Allegheny Conference On Community Development | Pittsburgh | PA | 06/2019 | 12/2019 |
| Not Employed | Wexford | PA | 01/2019 | 06/2019 |
| Bny Mellon | Pittsburgh | PA | 10/2006 | 12/2018 |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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