COBBLESTONE CAPITAL ADVISORS, LLC

CRD #108023 SEC #801-55482 ROCHESTER, NY 585-473-3333

SEC Registered Private Funds

Total AUM

$2.9B

Discretionary

$2.9B

Employees

Clients

Accounts

3,387

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 19, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MILLARD, WALTER, WOODWORTH	I	PARTNER	NA	Control
MILLARD, WALTER, WOODWORTH	I	PARTNER	NA	Control
MILLARD, WALTER, WOODWORTH	I	PARTNER	NA	Control
MILLARD, WALTER, WOODWORTH	I	PARTNER	NA	Control
MILLARD, WALTER, WOODWORTH	I	MEMBER	NA	Control
MILLARD, WALTER, WOODWORTH	I	PARTNER	NA	Control
MILLARD, WALTER, WOODWORTH	I	PARTNER	NA	Control
MILLARD, WALTER, WOODWORTH	I	PARTNER	NA	Control
MILLARD, WALTER, WOODWORTH	I	MEMBER	NA	Control
MILLARD, WALTER, WOODWORTH	I	MEMBER	NA	Control
SWARTOUT, ROBERT, JACKSON	I	PARTNER	NA	Control
SWARTOUT, ROBERT, JACKSON	I	PARTNER	NA	Control
SWARTOUT, ROBERT, JACKSON	I	PARTNER	NA	Control
SWARTOUT, ROBERT, JACKSON	I	PARTNER	NA	Control
SWARTOUT, ROBERT, JACKSON	I	PARTNER	NA	Control
SWARTOUT, ROBERT, JACKSON	I	PARTNER	NA	Control
SWARTOUT, ROBERT, JACKSON	I	PARTNER	NA	Control
BARTLETT, THOMAS, MARTIN	I	MANAGER PARTNER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGER PARTNER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGER PARTNER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGER PARTNER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGER PARTNER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGER PARTNER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MANAGING MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER, CEO	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	MEMBER	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	PARTNER	C	Control
GOODWIN, DANIEL, ROBERT	I	MEMBER	C	Control
GOODWIN, DANIEL, ROBERT	I	MEMBER	C	Control
GOODWIN, DANIEL, ROBERT	I	MEMBER	C	Control
GOODWIN, DANIEL, ROBERT	I	MEMBER	C	Control
GOODWIN, DANIEL, ROBERT	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	PARTNER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	C	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	B	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	B	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	B	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER	B	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	B	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	B	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER	B	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER	B	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER	B	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER	B	Control
DIPASQUALE, JOHN, THOMAS	I	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
E. PHILIP SAUNDERS REVOCABLE TRUST	DE	MEMBER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
GARLOCK, JASON, SCOTT	I	MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
HESSLER, KEOGH AND MILLARD ASSOCIATES, INC.	DE	SHAREHOLDER	B	Control
MILLARD, WALTER, WOODWORTH	I	PARTNER	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, MANAGING DIRECTOR - BUSINESS DEVELOPMENT	B	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
BARTLETT, THOMAS, MARTIN	I	MEMBER	A	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	A	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	A	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	A	Control
DIPASQUALE, JOHN, THOMAS	I	PARTNER	A	Control
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
ECKL, JAMES, JOSEPH	I	MEMBER	A
GARLOCK, JASON, SCOTT	I	MEMBER, CHIEF INVESTMENT OFFICER	A
GARLOCK, JASON, SCOTT	I	MEMBER, CHIEF INVESTMENT OFFICER	A
GARLOCK, JASON, SCOTT	I	MEMBER, CHIEF INVESTMENT OFFICER	A
GARLOCK, JASON, SCOTT	I	MEMBER, CHIEF INVESTMENT OFFICER	A
GREAVES-TUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVES-TUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVES-TUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVES-TUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVES-TUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
GREAVESTUNNELL, PETER, HUNTINGTON	I	MEMBER	A
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, DIRECTOR OF CLIENT SERVICE	A
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, DIRECTOR OF CLIENT SERVICE	A
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, DIRECTOR OF CLIENT SERVICE	A
MOONEY, CHRISTOPHER, MARTIN	I	MEMBER, DIRECTOR OF CLIENT SERVICE	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A
SHANAHAN, TIMOTHY, JOSEPH	I	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MILLARD, WALTER, WOODWORTH	I	HESSLER, KEOGH AND MILLARD ASSOCIATES, INC.	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control
SAUNDERS, EARL, PHILIP	I	E. PHILIP SAUNDERS REVOCABLE TRUST	F	Control

Registrations

Federal

Dec 19, 2025 REGISTERED

Notice Filings (24)

AZ CA CO CT DC FL GA IL MA MD MI NC NH NJ NY OH OR PA RI SC TX VA VT WA

Address

500 LINDEN OAKS
SUITE 210
ROCHESTER, NY 14625
United States

Phone: 585-473-3333