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350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-04 |
| NH | RA | APPROVED | 2023-09-19 |
| MA | RA | APPROVED | 2022-12-13 |
| AZ | RA | APPROVED | 2022-12-08 |
| SC | RA | APPROVED | 2022-10-25 |
| MD | RA | APPROVED | 2022-10-24 |
| VA | RA | APPROVED | 2022-10-24 |
| NC | RA | APPROVED | 2022-04-01 |
| NY | RA | APPROVED | 2021-10-22 |
| OH | RA | APPROVED | 2021-08-06 |
| FL | RA | APPROVED | 2021-07-19 |
| GA | RA | APPROVED | 2021-07-07 |
| TX | RA | APPROVED_RES | 2021-06-03 |
| PA | RA | APPROVED | 2020-04-26 |
| CA | RA | APPROVED | 2019-03-14 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Novem Group | Rochester | NY | 04/2018 | Present |
| American Portfolios Financial Services | Holbrook | NY | 04/2018 | 10/2024 |
| Studco Building Systems | Webster | NY | 02/2017 | 04/2018 |
| Kobe Japanese Steak & Sushi | Rochester | NY | 08/2012 | 01/2017 |
| St John Fisher College | Rochester | NY | 09/2014 | 12/2017 |
| Woodhouse Day Spa | Victor | NY | 09/2016 | 04/2017 |
| Osaic Wealth, Inc. | Rochester | NY | 10/2024 | Present |
1. Novem Group-350 Linden Oaks Rochester, NY 14625 Yes-Investment Related Start Date 4/9/18 Investment Advisor Representative 160 Hours Devoted Per Month 160 hours Devoted per Month During Market Hours 2. APFS Rochester Insurance Agent No-Investment Related Start Date: 1/20 Hours Devoted Per Month: 5 Hours Devoted per Month During Market Hours:5 3. OSAIC WEALTH, INC. Yes-Investment Related Start Date -10/2024 Registered Representative Hours Devoted Per Month: 35 Hours Devoted per Month During Market Hours: 35 4. NOVEM GROUP POSITION: Insurance Agent NATURE: Life Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 350 Linden Oaks, Suite 140, Rochester NY 14625, United States DESCRIPTION: Insurance sales Listed as an OBA on FINRA BrokerCheck
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-01-21 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-14 |
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