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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-03 |
Branch Locations
140 Allens Creek Rd. Ste. 110, Rochester, NY 14618 • United States
5360 Genesee St. Ste. 203, Bowmansville, NY 14026 • 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Buffalo | NY | 10/2010 | 11/2020 |
| Securities America, Inc. | Lancaster | NY | 12/2020 | 06/2024 |
| Securities America Advisors | Lancaster | NY | 12/2020 | 06/2024 |
| Osaic Wealth, Inc. | Lancaster | NY | 06/2024 | 11/2025 |
| Osaic Wealth, Inc. | Lancaster | NY | 06/2024 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | Present |
1. FOCUSED WEALTH ADVISORS, 140 Allens Creek Rd, Suite 110, Rochester NY 14618, United States, 11/03/2025, Agent, DBA Name, NIR, 80 HR/MO - 80 HR/MO TRADING 2. CIRA, 140 Allens Creek Rd, Suite 110, Rochester NY 14618, United States, 11/03/2025, Investment Advisor Representative, 1099, NIR, 80 HR/MO - 80 HR/MO TRADING 3. INSURANCE, 5360 Genesee St, suite 203, Cheektowaga NY 14026, United States, 11/03/2025, Agent, Insurance/Benefits/Human Resources, NIR, 80 HR/MO - 80 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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