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900 Jefferson Road Suite 301, Rochester, NY 14623-3238 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
900 Jefferson Road Suite 301, Rochester, NY 14623 • United States
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 |
|---|---|---|---|---|
| Progressive Marketing | Rochester | NY | 04/1998 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 09/2008 | Present |
| Fsp Advisors, Inc. | Rochester | NY | 06/2019 | Present |
DBA-PROGRESSIVE MARKETING SERVICES, INC, INSURANCE SALES. WHICH IS IN THE BUSINESS OF HELPING, AGENTS, PLANNERS AND SALES PEOPLE MARKET INSURANCE PRODUCTS. SALE OF INSURANCE AND FIXED ANNUITY PRODUCTS. FINANCIAL SERVICE PARTNERS. 100% OWNER; INVESTMENT RELATED FSP Advisors, Inc. Investment Advisor Representative and owner of RIA investment related 10/2020- JDJ PARTNERS LLC- FAMILY LLC WHICH OWNS RENTAL PROPERTY; 30% OWNER; 1-2 HRS/ MONTH DURING TRADING HOURS. 11/2021- Henrietta Chamber of Commerce; Board Member non investment related; no ownership; 2 hrs/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-04 |
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