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Robert Allen Canterbury

Dopkins Wealth Management, LLC

Williamsville, NY

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Current Employers
Dopkins Wealth Management, Llc

200 International Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-30
NY RA APPROVED 2023-08-04
  • TX RA
    APPROVED_RES
    Since 2023-10-30
  • NY RA
    APPROVED
    Since 2023-08-04

Branch Locations

200 International Drive, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company Lp Albany NY 05/1988 12/2016
Mercer Allied Company, L.P. Albany NY 12/1994 12/2016
Bst Wealth Management, Llc Albany NY 01/2017 08/2023
Dopkins Wealth Management, Llc Williamsville NY 08/2023 Present
  • 05/1988 → 12/2016
    The Ayco Company Lp
    Albany, NY
  • 12/1994 → 12/2016
    Mercer Allied Company, L.P.
    Albany, NY
  • 01/2017 → 08/2023
    Bst Wealth Management, Llc
    Albany, NY
  • 08/2023 → Present
    Dopkins Wealth Management, Llc
    Williamsville, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-04-09
S63 Uniform Securities Agent State Law Examination 1990-01-06
  • S65 Uniform Investment Adviser Law Examination
    1994-04-09
  • S63 Uniform Securities Agent State Law Examination
    1990-01-06
Other Names
  • Robert Alan Canterbury

View on SEC IAPD

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