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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-31 |
Branch Locations
1425 Jefferson Road, Rochester, NY 14623 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2023 | 11/2025 |
| Wegmans | Penfield | NY | 09/2021 | 02/2023 |
| Paychex | Henrietta | NY | 03/2016 | 09/2021 |
| Blue Heron Country Club | Macedon | NY | 06/2014 | 10/2016 |
| Private Client Services | West Henrietta | NY | 11/2025 | 01/2026 |
| Horizon Advisory Services, Inc. | West Henrietta | NY | 11/2025 | 01/2026 |
| Lincoln Investment | Fort Washington | PA | 03/2026 | Present |
Rootstock Cider & Spirits Position: Bartender Nature: Food and Spirits Investment Related: No Hours: 24 Securities Trading Hours: 0 Start Date: 9/13/2025 Description: Serve customers drinks and manage a cash drawer/clean Pub on the Green Position: Bartender Nature: Restaurant/ golf/ service Investment Related: No Hours: 75 Securities Trading Hours: 0 Start Date: 7/21/2026 Address: 2101 Country Club Ln Ontario, NY 14519 Description: Bartending, serving, cleaning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-14 |
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