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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
| TX | RA | APPROVED | 2020-05-01 |
| NJ | RA | APPROVED | 2011-01-03 |
Branch Locations
6225 Sheridan Drive Suite 212, Williamsville, NY 14221 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L & M Financial Services | Williamsville | NY | 07/1995 | Present |
| Integrity Financial Services | Williamsville | NY | 01/2011 | Present |
| Voya Financial Advisors | Williamsville | NY | 09/2014 | Present |
NAME OF ENTITY:Integrity Financial Services; Yes; 6225 SHERIDAN DR STE 212; WILLIAMSVILLE; NY; 14221; DBA; Owner, independent agent; 1/15/2011; 160; 160; Provide fixed insurances services and financial servies through ING Financial Partners|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 6225 SHERIDAN DR STE 212; WILLIAMSVILLE; NY; 14221; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 8/1/1981; 10; 10; PREVIOUSLY ON OBA/AIF MARKETING AND REVIEWING LIFE/HEALTH INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-19 |
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