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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
| NY | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rochester | NY | 04/2026 | Present |
| Aurora Brewing | Pittsford | NY | 05/2025 | Present |
| Montage Wealth Management | Pittsford | NY | 12/2024 | 03/2026 |
| Suny Buffalo | Buffalo | NY | 08/2015 | 06/2017 |
| Bank Of America, N.A. | Rochester | NY | 05/2026 | Present |
| Brighton Securities | Rochester | NY | 04/2024 | 10/2024 |
| Enterprise Holdings | Rochester | NY | 04/2018 | 04/2024 |
| Chipotle Mexican Grill | Rochester | NY | 03/2013 | 04/2018 |
| The Athletic Campus | Rochester | NY | 11/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | 11/2025 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2025 | 03/2026 |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2025 | 03/2026 |
I*4520281 Entity Type: Entity For Profit Name of OBA: The Athletic Campus Address: Rochester, New York, 14623 Investment Related: No Position, Title, Association: Employee Employee Start Date: 10/25/2024 Number of Hours: 20, Weekly Number of Hours during trading: 0, Weekly Duties: Athletic fields for sports programs league coordinator I*4520282 Entity Type: Entity For Profit Name of OBA: Aurora Brewing Address: Pittsford, New York, 14534 Investment Related: No Position, Title, Association: Employee Employee Start Date: 05/25/2026 Number of Hours: 15, Weekly Number of Hours during trading: 0, Weekly Duties: Beverage Operations Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
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