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350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-06 |
| NC | RA | APPROVED | 2022-10-25 |
| TX | RA | APPROVED_RES | 2022-10-24 |
| NY | RA | APPROVED | 2021-10-22 |
Branch Locations
100 Linden Oaks Suite 205, Rochester, NY 14625 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 12/2014 | 10/2024 |
| Novem Group | Rochester | NY | 06/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-23 |
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-13 |
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