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350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-01 |
| NY | RA | APPROVED | 2021-03-29 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets | Rochester | NY | 05/2009 | 03/2021 |
| Novem Group | Rochester | NY | 03/2021 | Present |
PENFIELD COUNTRY CLUB - NOT INVESTMENT-RELATED; 1784 JACKSON RD, PENFIELD, NY 14526; DIRECTOR; START DATE 9/24/2025; 10-12 HR/MONTH; 3-4 HR/MONTH DURING MARKET HRS; OVERSEE MANAGEMENT AND OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-30 |
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