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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-23 |
Branch Locations
2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Target | Rochester | NY | 11/2025 | 12/2025 |
| Kohls Department Store | Rochester | NY | 05/2021 | 05/2023 |
| Bjs Wholesale Club | Rochester | NY | 05/2023 | 02/2024 |
| Cobblestone Capital Advisors | Rochester | NY | 01/2023 | 04/2023 |
| Fidelity Investments | Rochester | NY | 03/2026 | Present |
| Nazareth College | Rochester | NY | 08/2021 | 05/2025 |
| Bishop Kearney High School | Rochester | NY | 09/2015 | 06/2021 |
| Northwestern Mutual | Rochester | NY | 05/2024 | 01/2026 |
| Unemployed | Rochester | NY | 02/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
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