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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-13 |
Branch Locations
255 Woodcliff Drive 1St Floor, Fairport, NY 14450 • United States
Honeoye Falls, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knapp Winery | Romulus | NY | 06/2015 | 12/2019 |
| Hep (Heating Electric Plumbing) | Waterloo | NY | 06/2015 | 01/2017 |
| Rochester Institution Of Technology(Rit) | Rochester | NY | 08/2014 | 05/2018 |
| Monroe Community College(Mcc) | Rochester | NY | 06/2017 | 08/2017 |
| Foresters Financial Services | Rochester | NY | 06/2018 | 09/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2020 | 08/2022 |
| Itt Inc | Seneca Falls | NY | 01/2019 | 05/2020 |
| Unknown | Romulus | NY | 06/2020 | 09/2020 |
| Cetera Investment Advisers Llc | Fairport | NY | 11/2020 | 08/2022 |
| Horizon Solutions | Rochester | NY | 08/2022 | 05/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2023 | Present |
| Cetera Investment Advisers Llc | Fairport | NY | 06/2023 | Present |
AMMERLY ADVISORS DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
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