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900 Jefferson Road Suite 301, Rochester, NY 14623-3238 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-13 |
Branch Locations
900 Jefferson Road Suite 301, Rochester, NY 14623-3238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 08/2012 | Present |
| Wealth Strategies & Solutions, Llc | Rochester | NY | 04/2018 | Present |
5/2012: DBA WEALTH STRATEGIES AND SOLUTIONS; 100% OWNER; 40 HRS/WEEK; INVESTMENT RELATED FOR LICENSED ACTIVITIES THROUGH FIRM. 1/1984: FIXED INSURANCE, LIFE, DISABILITY, LTC, HEATH; AS NEEDED; NON INVESTMENT RELATED. 5/2012: VICTOR REPUBLICAN COMMITTEE; 2-3 HRS/MONTH; NON INVESTMENT RELATED. 8/2014: PROMARK BROKERAGE INC; INSURANCE BROKERAGE CONSULTANT; NO OWNERSHIP, NON INVESTMENT RELATED, MINIMAL HOURS. 1/2015: ASSISTANT TREASURER EASTERN ASSOCIATION IF NORTH AMERICAN BAPTIST; 1-2 HRS/MONTH 0 DURING MARKET HOURS; NON INVESTMENT RELATED; NO OWNERSHIP. 1/2015: AUDIT COMMITTEE MEMBER ONTARIO COUNTY REPUBLICAN COMMITTEE; 2-3 HRS/QUARTER 0 DURING MARKET HOURS; NON INVESTMENT RELATED; NO OWNERSHIP. 1/2016: American Senior Services salesperson; Home Care Services contract; hour vary during market hours, as needed; non investment related; no ownership. 12/2020: Power of Attorney for Elizabeth Baldes/mother. as needed, non investment related, no ownership, no compensation, minimal hour spent on activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-02 |
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