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Rochester, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-12 |
| NY | RA | APPROVED | 2024-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rushford Lake Boat Launch | Rushford Lake | NY | 05/2019 | 08/2019 |
| Charlie's Restaurant | Cuba | NY | 05/2020 | 08/2020 |
| The Perfect Blend Coffeehouse And Eatery | Cuba | NY | 05/2021 | 08/2021 |
| Nazareth College | Rochester | NY | 08/2021 | 06/2023 |
| Nazareth College | Rochester | NY | 01/2023 | 05/2024 |
| Peppermint Boutique | Rochester | NY | 01/2023 | 05/2023 |
| Sfg Wealth Management | Pittsford | NY | 06/2023 | 08/2023 |
| O'KEefe Stevens Advisory | Rochester | NY | 09/2023 | 04/2024 |
| Nanny | Cuba | NY | 01/2014 | 04/2019 |
| Nanny | Cuba | NY | 11/2019 | 07/2020 |
| Nanny | Cuba | NY | 09/2020 | 04/2021 |
| O'KEefe Stevens Advisory | Rochester | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-24 |
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