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Pittsford, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitney & Company | Rochester | NY | 04/2023 | Present |
| Napier Sharpe Wealth Management | London | 01/2010 | 12/2021 | |
| Mna Partnership | London | 12/2021 | Present | |
| Fawley Wealth | Pittsford | NY | 02/2024 | Present |
MNA Partnership - Consultant for UK based financial planning firm. 30 hours per quarter, none during trading hours. Columbia University - 06/2023 - Course Associate for Insurance & Retirement Planning. 6 hours per week, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-26 |
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