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Advisor at MANNING & NAPIER ADVISORS, LLC
Fairport, NY | FAIRPORT, 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 |
|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Jun 25, 2026 | n/a | yes | Fairport, NY|FAIRPORT, NY | Current employment |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | Independent wealth | Jan 23, 2026 | Aug 21, 2026 | no | CHICAGO, IL|Rochester, NY | Previous registration |
| ELEVATUS WEALTH MANAGEMENT, LLC | Independent wealth | May 1, 2023 | Jan 20, 2026 | no | VICTOR, NY | Previous registration |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | Independent wealth | Nov 2, 2021 | May 1, 2023 | no | VICTOR, NY|PORTLAND, OR | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 29, 2019 | Aug 17, 2020 | no | FAIRPORT, NY | Previous registration |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | National bd RIA | Nov 17, 2014 | Apr 12, 2019 | no | GARDEN CITY, NY|FAIRPORT, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 6, 2014 | Nov 7, 2014 | no | PITTSFORD, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHICAGO PARTNERS INVESTMENT GROUP LLC | MANNING & NAPIER ADVISORS, LLC | Aug 21, 2026 | Jun 25, 2026 | -57 | Firm change after gap | RIA to RIA |
| ELEVATUS WEALTH MANAGEMENT, LLC | CHICAGO PARTNERS INVESTMENT GROUP LLC | Jan 20, 2026 | Jan 23, 2026 | 3 | Firm change | RIA to RIA |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | ELEVATUS WEALTH MANAGEMENT, LLC | May 1, 2023 | May 1, 2023 | 0 | Firm change | RIA to new firm |
| LPL FINANCIAL LLC | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | Aug 17, 2020 | Nov 2, 2021 | 442 | Firm change after gap | Ibd to RIA |
| STIFEL, NICOLAUS & COMPANY, INCORPORATED | LPL FINANCIAL LLC | Apr 12, 2019 | Mar 29, 2019 | -14 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | STIFEL, NICOLAUS & COMPANY, INCORPORATED | Nov 7, 2014 | Nov 17, 2014 | 10 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 309098:325629:OR:2023-05-01 | May 1, 2023 | May 1, 2023 | PORTLAND, OR | Firm change |