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1387 Fairport Rd. Suite 620, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-28 |
Branch Locations
1387 Fairport Rd. Suite 620, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | El Segundo | CA | 10/2019 | 06/2020 |
| Caderet Grant | Albany | NY | 06/2018 | 07/2019 |
| Ayco | Albany | NY | 10/2017 | 05/2018 |
| Midvale Country Club | Fairport | NY | 05/2015 | 09/2017 |
| Village Of Victor Department Of Public Works | Victor | NY | 05/2016 | 09/2016 |
| Clover Leaf Financial Llc | Fairport | NY | 09/2019 | 06/2020 |
| Lpl Financial, Llc | Fairport | NY | 06/2020 | Present |
1. 6/1/2020 - CLOVER LEAF FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2013. 2. 10/12/2020 - Clover Leaf Financial LLC - DBA: Clover Leaf Digital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 9/30/2020 - 30 Hours Per Month/30 Hours During Securities Trading. 3. 4/7/2021 - Council9 LLC - Not Investment Related - 9014 4th Avenue, Brooklyn, New York - Outside/W-2 Employment - Developer - Started 11/16/2020 - 10 Hours Per Month/0 Hours During Securities Trading - Works on site development with clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-07 |
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