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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-29 |
| UT | RA | APPROVED | 2025-04-24 |
| NY | RA | APPROVED | 2023-12-08 |
Branch Locations
Park City, UT • United States
290 Woodcliff Drive, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Naples | FL | 03/2014 | 09/2021 |
| Jpmorgan Chase Bank Na | Naples | FL | 03/2014 | 09/2021 |
| Manning & Napier Advisors, Llc | Fairport | NY | 08/2023 | 04/2025 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 08/2023 | 04/2025 |
| Nch Healthcare System | Naples | FL | 09/2021 | 03/2023 |
| Unemployed | Naples | FL | 04/2023 | 07/2023 |
| Manning & Napier Advisors, Llc | Fairport | NY | 04/2025 | Present |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. Entity Name: Naples Woman's Club Investment related: Yes Address: 570 Naples, FL www.GFWCNaplesWomansClub.ORG Nature of the other business: Charitable activities/Scholarships for young women and supporting the Shelter for Abused Women and Children Position/Title/Relationship: Board Member Start Date: 11-Jan-2018 Approximate # of hours a month: 2 hours per month Approximate # of hours during securities trading hours: 1 hour per month Briefly describe your duties: Committee has been formed to assist the NWC Finance Committee. My role will be to review the appropriate asset allocation of their funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-15 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-05 |
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