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Advisor at LABOUNTY FINANCIAL PLANNING
PITTSFORD, 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 |
|---|---|---|---|---|---|---|
| LABOUNTY FINANCIAL PLANNING | State registered | Jul 21, 2026 | n/a | yes | PITTSFORD, NY | Current employment |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Former SEC adviser | Apr 11, 2011 | Dec 31, 2013 | no | FAIRPORT, NY | Previous registration |
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Apr 11, 2011 | Jun 11, 2026 | no | FAIRPORT, NY|Farmington, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | LABOUNTY FINANCIAL PLANNING | Jun 11, 2026 | Jul 21, 2026 | 40 | Firm change | RIA to state RIA |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | MANNING & NAPIER ADVISORS, LLC | Dec 31, 2013 | Apr 11, 2011 | -995 | Firm change after gap | Other |