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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-01 |
| NY | RA | APPROVED | 2022-09-13 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canandaigua National Bank And Trust | Pittsford | NY | 10/2010 | 07/2022 |
| Cetera Investment Services Llc | St.CLoud | MN | 03/2018 | 01/2021 |
| Cetera Investment Advisers Llc | Pittsford | NY | 05/2018 | 01/2021 |
| Morgan Stanley | Rochester | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-09 |
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