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521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esl Federal Credit Union | Rochester | NY | 10/2014 | 03/2018 |
| Lpl Financial | Rochester | NY | 11/2016 | 03/2018 |
| Esl Investment Services, Llc | Rochester | NY | 04/2017 | 03/2018 |
| Paychex Securities Corporation | West Henrietta | NY | 08/2018 | 10/2019 |
| Paychex, Inc. | West Henrietta | NY | 04/2018 | 10/2019 |
| Wells Fargo Bank, Na | Amelia Court House | VA | 11/2019 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Amelia Court House | VA | 11/2019 | 03/2021 |
| Unemployed | Richmond | VA | 03/2021 | 05/2021 |
| Valic Financial Advisors, Inc. | Chesterfield | VA | 05/2021 | 04/2022 |
| Acg Wealth Management | Midlothian | VA | 04/2022 | Present |
| Wealthspire Advisors Llc | Midlothian | VA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-23 |
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