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Advisor at COURIER CAPITAL, LLC
Rochester, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COURIER CAPITAL, LLC | Independent wealth | Jun 13, 2023 | n/a | yes | Rochester, NY | Current employment |
| HNP CAPITAL LLC | Former SEC adviser | Aug 21, 2021 | May 9, 2023 | no | ROCHESTER, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HNP CAPITAL LLC | COURIER CAPITAL, LLC | May 9, 2023 | Jun 13, 2023 | 35 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 150333:282485:NY:2023-05-09 | May 9, 2023 | Jun 13, 2023 | ROCHESTER, NY | Firm change |