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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-29 |
Branch Locations
1241 Pittsford Victor Rd, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seton Hill University - Full-Time Education | Greensburg | PA | 08/2017 | 12/2017 |
| St. John Fisher University - Full-Time Education | Rochester | NY | 01/2018 | 05/2019 |
| Xavier University - Full-Time Education | Cincinnati | OH | 08/2019 | 12/2020 |
| St. John Fisher University - Full-Time Education | Rochester | NY | 01/2021 | 05/2022 |
| Unemployed - Mcquaid Jesuit High School | Rochester | NY | 07/2014 | 07/2017 |
| Aflac | Henrietta | NY | 05/2020 | 05/2021 |
| Lawley Insurance | Rochester | NY | 06/2022 | 11/2022 |
| Keybank | Rochester | NY | 12/2022 | 06/2024 |
| Manning & Napier Advisors, Llc | Fairport | NY | 06/2024 | 03/2026 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 06/2024 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 06/2026 | Present |
| Mcquaid Jesuit High School | Rochester | NY | 03/2025 | Present |
| Catone Insurance Agency | Rochester | NY | 03/2026 | 05/2026 |
| Bank Of America, N.A. | Pittsford | NY | 07/2026 | Present |
I*4749294, Entity Type, Name of OBA: Rental Property - 23-Jun-26 - 1 Address: East Rochester New York 14445 Investment Related: Yes Position, Title, Association: Sole owner Employee Start Date: 09/01/2022 No Hours: 3 Monthly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
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