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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-08-25 |
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
35 Celebration Drive, Rochester, NY 14620 • United States
Honeoye Falls, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Par 4 Advertising | Baldwinsville | NY | 06/2007 | 12/2016 |
| Tiaa | Rochester | NY | 01/2014 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Rochester | NY | 01/2014 | Present |
HONEOYE FALLS CONSERVATION BOARD POSITION: Board Alternate NATURE: Provide advice and support regarding environmental issues in the village such as maintaining an inventory of all trees in the village. Work annual to support the Earth Day event in the village. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 5 East Street, Honeoye Falls NY 14472, United States DESCRIPTION: The Conservation Board serves as an advisory board to the Planning Board and Village Board of Trustees and meets the third Wednesday of every month at 7:30PM at the Village Hall, plus special meetings as required.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-27 |
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