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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2020-03-18 |
| CT | RA | APPROVED | 2018-10-11 |
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 |
|---|---|---|---|---|
| Manning & Napier Advisors | Fairport | NY | 07/2014 | 03/2018 |
| Morgan Stanley | Rochester | NY | 03/2018 | Present |
*556466 - Friends & Foundation of the Rochester Public Library ; Investment related - No ; Rochester, New York ; Civic/Community, Children/Youth, Education ; Board Member:Finance Committee:Investment Committee:Other Committee - Board Member/Treasurer(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 1 ; After business hours : 2 ; Business Development/Growth, Fundraising, Investment Decisions/Advice, Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-11 |
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