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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-31 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
180 S Clinton Ave Suite 300, Rochester, NY 14604 • United States
180 South Clinton Ave Suite 300, Rochester, NY 14604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-03 |
Branch Locations
180 South Clinton Ave Suite 300, Rochester, NY 14604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| High Falls Advisors, Inc. | Rochester | NY | 04/2003 | 08/2026 |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 06/2013 | 11/2019 |
| Allworth Financial, L.P. | Rochester | NY | 08/2026 | Present |
(1) Trustee to various trusts under . minimal hours/week spent on business. Trustee fees paid. (2) Executive Director to Bulrush Foundation; minimal hours/week spent. Administrative fee paid for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-15 |
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