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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-05-30 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
155 Fleet Street, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities, Llc | Dorchester | MA | 08/2017 | 05/2019 |
| Unemployed | Exeter | NH | 12/2016 | 02/2017 |
| Wheaton College | Norton | MA | 08/2013 | 12/2016 |
| Talbots | Stratham | NH | 10/2018 | 01/2019 |
| Anne Arbuthnot | Portsmouth | NH | 02/2019 | 05/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Exeter | NH | 05/2019 | 07/2021 |
| Waddell & Reed | Portsmouth | NH | 05/2019 | 07/2021 |
| Anne Arbuthnot | Portsmouth | NH | 05/2019 | 07/2021 |
| Sage Wealth Partners Llc | Portsmouth | NH | 10/2019 | 07/2021 |
| Santander Bank | Methuen | MA | 02/2017 | 07/2021 |
| Santander Bank | Methuen | MA | 02/2017 | 02/2019 |
| J Crew | Wrentham | MA | 11/2015 | 12/2017 |
| Lpl Financial Llc | Portsmouth | NH | 07/2021 | 04/2023 |
| Manning & Napier Advisors, Llc | Fairport | NY | 04/2023 | Present |
| Manning & Napier Investor Services, Inc | Fairport | NY | 04/2023 | Present |
EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-03 |
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