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1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-07-14 |
Branch Locations
South Burlington, VT • United States
1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | VT | 09/2014 | 07/2023 |
| Bank Of America, N.A. | Burlington | VT | 01/2015 | 07/2023 |
| Elevatus Wealth Management, Llc | Victor | NY | 07/2023 | Present |
1. INSURANCE AGENT; INVESTMENT RELATED; VICTOR, NY; INSURANCE SALES; AGENT; 7/15; HOURS DEPENDENT ON CLIENT NEEDS; SERVICING CLIENTS WITH INSURACE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-10 |
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