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1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-30 |
Branch Locations
10 Office Park Way Suite 200, Pittsford, NY 14534 • United States
1630 Empire Blvd. Suite 100, Webster, NY 14580 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairport Savings Bank | Fairport | NY | 08/2012 | 10/2018 |
| Infinex Investments, Inc. | Fairport | NY | 08/2012 | 11/2018 |
| Pruco Securities Llc | Rochester | NY | 11/2018 | 10/2020 |
| Prudential Insurance Company Of America | Rochester | NY | 11/2018 | 10/2020 |
| Cetera Advisors Llc | St Cloud | MN | 10/2020 | 10/2025 |
| Rochester Wealth Partners | Pittsford | NY | 10/2020 | Present |
| Bright Futures Wealth Management Llc | Pittsford | NY | 10/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 10/2025 |
| Silver Oak Securities, Inc. | Jackson | TN | 11/2025 | Present |
1. Rochester Wealth Partners, Is Investment Related,"10 Office Park Way, Ste 200, Pittsford, NY, 14534, United States", DBA for Independent Financial Professional, Financial Professional,10/1/2020,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for Independent Financial Professional 2. Bright Futures Wealth Management, Is Investment Related,"10 Office Park Way, Ste 200, Pittsford, NY, 14534, United States", Independent RIA,IAR,9/30/2021,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, IAR 3. Fixed insurance with various companies, Is Not Investment Related,"10 Office Park Way, 200, PITTSFORD, NY, 14534, United States", Fixed Insurance, Broker/Agent,10/1/2020,4 hours per month,0 hours per month during trading hours, Commission Compensation, Right Fixed Insurance/Term insurance or FIA for clients 4. Burnley Rise HOA,Is Not Investment Related,"1 Bunker Trail, , PITTSFORD, NY, 14534, United States",HOA,Treasurer,1/1/2010,1 hours per month,0 hours per month during trading hours, No Compensation Compensation, Treasurer for Home Owners Association
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-15 |
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