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Advisor at MANNING & NAPIER ADVISORS, LLC
FAIRPORT, NY | Estero, FL
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 | Sep 21, 2021 | n/a | yes | FAIRPORT, NY|Estero, FL | Current employment |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Jul 19, 2016 | Aug 10, 2021 | no | WESTMINSTER, MD | Previous registration |
| OSAIC FA, INC. | Former SEC adviser | Feb 3, 2014 | Jul 19, 2016 | no | VIENNA, VA|Lutherville, MD | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Feb 13, 2013 | Jan 29, 2014 | no | WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | MANNING & NAPIER ADVISORS, LLC | Aug 10, 2021 | Sep 21, 2021 | 42 | Firm change | Ibd to RIA |
| OSAIC FA, INC. | RBC CAPITAL MARKETS, LLC | Jul 19, 2016 | Jul 19, 2016 | 0 | Firm change | Other |
| STRATEGIC ADVISERS LLC | OSAIC FA, INC. | Jan 29, 2014 | Feb 3, 2014 | 5 | Firm change | Other |