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5500 Main Street, Suite 260, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-07 |
| NY | RA | APPROVED | 2021-04-08 |
Branch Locations
2550 Meridian Blvd. Suite 200, Franklin, TN 37067 • United States
5500 Main Street, Suite 260, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leigh Baldwin And Co. | Cazenovia | NY | 06/2017 | 11/2024 |
| Emergent Wealth Advisors, Llc | Williamsville | NY | 02/2015 | Present |
| Sole Proprietor | Williamsville | NY | 01/1997 | Present |
| Fahey Financial | Williamsville | NY | 01/2018 | 10/2018 |
| American Portfolios Financial Services, Inc. | Snyder | NY | 02/2010 | 06/2017 |
| Palermo Developments, Llc | Amherst | NY | 03/2021 | Present |
| Nichloas Efthemis Inc. | Williamsville | NY | 01/2023 | Present |
1)SOLE PROPRIETOR, INSURANCE AGENT; INVESTMENT RELATED; WILLIAMSVILLE, NY; INSURANCE SALES; START DATE 01/1997; INSURANCE AGENT; APPROX 2 HRS/MONTH, 0 HRS DURING SECURITIES TRADING; SELL INSURANCE PRODUCTS 2)PALERMO DEVELOPMENTS LLC, RENTAL PROPERTY SOLE OWNER, AMHERST, NY; START DATE 03/2021; 5 HRS PER MONTH, 0 DURING SECURTITIES TRADING, NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-11-18 |
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