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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-24 |
Branch Locations
1080 Pittsford Victor Road Suite 201, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Student | Rochester | NY | 04/2014 | 05/2024 |
| Wegmans Food Markets Inc | Rochester | NY | 05/2021 | 06/2023 |
| Valmark Securities - Coordinated Plan Inc | Pittsford | NY | 06/2023 | 05/2024 |
| Valmark Securities - Coordinated Plan Inc | Pittsford | NY | 05/2024 | Present |
1.) Coordinated Plan, Inc.; 1080 Pittsford Victor Road, Pittsford, NY 14534; Client Service Associate; YES Investment Related; Approximately 40+ per month; paid via W-2 wage.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-21 |
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