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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-18 |
Branch Locations
350 Essjay Road Suite 300, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Amherst | NY | 06/2004 | 01/2020 |
| Axa Advisors, Llc | New York | NY | 04/2020 | 06/2020 |
| Unemployed | Buffalo | NY | 02/2020 | 03/2020 |
| Equitable Advisors, Llc | New York | NY | 04/2020 | Present |
1. Board member/officer/director GASC--Glenwood Acres Ski Club, 10296 State Road Glenwood, NY 14069, Start date 12/01/2022, 2 hours/month. 2) Rental Property - Co-Owner Spouse - Williamsville, NY - 12/2025 - 10hrs/mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-24 |
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