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400 Sterling Drive, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-12 |
Branch Locations
400 Sterling Drive, Orchard Park, NY 14127 • United States
5500 Main Street Ste 215, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Amherst | NY | 10/2013 | 01/2024 |
| Silver Grove Advisory Services | Amherst | NY | 03/2017 | Present |
| Lpl Financial, Llc | Amherst | NY | 10/2013 | 08/2017 |
5/11/2017 - DBA: Turning Tides Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/01/2017 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Silver Grove Financial Group, an independent investment advisor firm. I started this business activity on 5/11/2017. I expect to spend approximately 118 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-21 |
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