350 Linden Oaks, Suite 140, Rochester, NY, 14625
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Mackenzi works as an Investment Advisor Representative at Novem Group, dedicating full-time hours to this role. She is also an insurance agent with APFS Rochester, spending minimal time on this activity, and a Registered Representative with OSAIC Wealth, Inc., dedicating about a quarter of her time.