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1163 Pittsford-Victor Road #100, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-04 |
Branch Locations
1163 Pittsford-Victor Road #100, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Rochester | NY | 05/2015 | 02/2021 |
| Peak Brokerage Services, Llc | Jupiter | FL | 02/2021 | 08/2022 |
| Blackridge Asset Management, Llc | Jupiter | FL | 02/2021 | 08/2022 |
| Fourbridges Financial Group | Rochester | NY | 08/2022 | 05/2024 |
| Novem Group | Rochester | NY | 08/2022 | 05/2024 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2022 | 07/2024 |
| Rfg Advisory, Llc Dba Sixpoint Financial Partners | Pittsford | NY | 06/2024 | 06/2026 |
| Private Client Services | Pittsford | NY | 06/2024 | 07/2026 |
| Generation Capital Management Llc | Pittsford | NY | 07/2026 | Present |
1. Whitcher Enterprises LLC - not investment related - 993 Middle Road, Rush, NY 14543 - Rental Property - Co-Owner - Co-Owner - 8/26/2021 - 10 hours - 0 hours - Manage Rental Properties 2. Jayhawk Health Ventures, LLC - not investment related - 3349 Monroe Avenue, Suite 24, Pittsford, NY 14543 - Medical Wellness Studio - Co-Owner - Co-Owner - 06/01/2025 - 10 hours - 0 hours - Oversee Studio Operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-17 |
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