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6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-26 |
Branch Locations
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wny Asset Management | Williamsville | NY | 08/2017 | 04/2021 |
| Cadaret Grant | Syracuse | NY | 04/2021 | 07/2025 |
| Relationship Velocity | Port Charlotte | FL | 08/2015 | 07/2017 |
| Wny Asset Management, Llc | Williamsville | NY | 04/2021 | Present |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1. 07/2025 - WNY Asset Management - Non-Variable Insurance - Williamsville, NY - INV REL - Start Date 08/06/2019 - 1hr/mth | 1hr during trading 2. 07/2025 - WNY Asset Management - Notary - Williamsville, NY - INV REL - Start Date 08/17/2018 - 1hr/mth | 1hr during trading 3. 07/2025 - (Hybrid) WNY Asset Management - Registered Investment Advisor Hybrid - Williamsville, NY - INV REL - Start Date 11/02/2020 - 160hr/mth | 120hr during trading 4. 07/2025 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-22 |
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