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Account
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95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-25 |
Branch Locations
300 Meridian Centre Suite 100, Rochester, NY 14618 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • USA
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-25 |
Branch Locations
300 Meridian Centre Suite 100, Rochester, NY 14618 • United States
95 Glastonbury Blvd. Suite 102, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zales Jewelers | Rochester | NY | 03/2009 | 02/2017 |
| Citizens Bank | Rochester | NY | 02/2017 | 01/2019 |
| Citizens Securities, Inc | Rochester | NY | 03/2017 | 01/2019 |
| Paychex, Inc. | West Henrietta | NY | 01/2019 | 07/2021 |
| Paychex Securities Corporation | West Henrietta | NY | 01/2019 | 07/2021 |
| Paychex, Inc | West Henrietta | NY | 07/2021 | 03/2022 |
| Paychex, Inc | West Henrietta | NY | 03/2022 | 04/2023 |
| Paychex, Inc | Rochester | NY | 04/2023 | 04/2024 |
| Paychex Securities Corporation | Rochester | NY | 04/2023 | 10/2025 |
| Paychex, Inc | Rochester | NY | 04/2024 | 10/2025 |
| Usi Consulting Group | Glastonbury | CT | 10/2025 | Present |
| Usi Securities | Glastonbury | CT | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-12 |
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