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900 Jefferson Road Suite 301, Rochester, NY 14623-3238 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
Branch Locations
900 Jefferson Road Suite 301, Rochester, NY 14623-3238 • United States
6822 Lake Shore Road North, Verona Beach, NY 13162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Squires Insurance And Financial Services | Blossvale | NY | 11/2014 | 09/2016 |
| Leigh Baldwin & Co., Llc | Utica | NY | 04/2016 | Present |
| Assurance Service Partners, Llc | Blossvale | NY | 09/2016 | Present |
09/2016: Assurance Service Partners, LLC; non investment related; non variable insurance sales; 100% owner; 30hrs/week during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
| S66 | Uniform Combined State Law Examination | 2016-06-02 |
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