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6410 Enterprise Lane Suite 120, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-22 |
Branch Locations
3445 Winton Place Suite 228A, Rochester, NY 14623 • United States
6410 Enterprise Lane Suite 120, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning Napier Advisors | Rochester | NY | 03/2005 | 12/2016 |
| Morgan Stanley | New York | NY | 01/2017 | 09/2024 |
| Real Estate Business | Rochester | NY | 09/2024 | Present |
| Canandaigua Capital | Rochester | NY | 05/2025 | Present |
1. Roc'n Realty, LLC - Rental Property (2012), Cozy Rack, LLC (2021) - Rental Property, FLX Sunsets, LLC (2025) - Rental Property 15 Hours/Week. 2. Canandaiqua Capital (2025). Investment Consulting. CIO - Entity that will sub-advise. 30-60 Hours/Week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
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