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Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
One Fountain Plaza, Buffalo, NY 14203 • United States
Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 04/2011 | 04/2017 |
| Stellar Capital Management, Llc | Phoenix | AZ | 04/2017 | 09/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 10/2017 | 09/2019 |
| Schwab Private Client Investment Advisory | Phoenix | AZ | 10/2017 | 09/2019 |
| Phoenician Wealth Management, Llc | Glendale | AZ | 09/2019 | 05/2021 |
| Redw Wealth Llc | Albuquerque | NM | 05/2021 | 10/2024 |
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2024 | 07/2025 |
| Manning & Napier Investor Services, Inc | Fairport | NY | 10/2024 | 07/2025 |
| Wilmington Trust Investment Advisors, Inc. | Wilmington | DE | 08/2025 | Present |
FRIENDS OF ORCHARD PARK LIBRARY- BOARD MEMBER- JANUARY 2025-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-19 |
| S66 | Uniform Combined State Law Examination | 2017-11-29 |
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