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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-11 |
| NY | RA | APPROVED | 2023-08-11 |
Branch Locations
765 Jefferson Road 3Rd Fl, Suite 310, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Rochester | NY | 08/2022 | 03/2023 |
| Nanoark Coporation | Pittsford | NY | 07/2020 | 08/2022 |
| Suny Geneseo College | Geneseo | NY | 01/2020 | 05/2021 |
| Osmose Utility Services | Rochester | NY | 11/2018 | 01/2020 |
| Heath Consultants | Rochester | NY | 02/2016 | 10/2018 |
| Equitable Advisors, Llc | New York | NY | 03/2023 | Present |
1. Swamp Dog Games Entertainment-Sole Proprietor, Rochester NY, 12/1/2022, 20 hrs/mth. 2. Volunteer-Coordinator for Boys State for Monroe County, American Legion Rochester NY, 12/12/2024, 10 hrs/mth. 3. Volunteer/member, Rochester Rotary Rochester NY, 12/13/2023, 10 hrs/month. 4. RocPulse, Podcast, Host/Owner, Non-investment related topics. 5. East Rochester Chamber of Commerce, Board Member, East Rochester, NY, Since 9/2024 5hrs/mth. 6. East Rochester Chamber of Commerce, Member, East Rochester, NY, Since 9/2024 5hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
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