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John William Haberstro

Shield Wealth Advisors

Williamsville, NY

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Current Employers
Shield Wealth Advisors

2809 Wehrle Drive Suite 9, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-02
TX RA APPROVED_RES 2020-11-18
  • NY RA
    APPROVED
    Since 2021-06-02
  • TX RA
    APPROVED_RES
    Since 2020-11-18

Branch Locations

2809 Wehrle Drive Suite 9, 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
Various Insurance Carriers For W&R Insurance Agencies Phoenix AZ 05/2009 Present
Peak Brokerage Serivces Williamsville NY 09/2015 10/2020
Shield Wealth Advisors Williamsville NY 07/2020 Present
  • 05/2009 → Present
    Various Insurance Carriers For W&R Insurance Agencies
    Phoenix, AZ
  • 09/2015 → 10/2020
    Peak Brokerage Serivces
    Williamsville, NY
  • 07/2020 → Present
    Williamsville, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-11
S63 Uniform Securities Agent State Law Examination 2004-02-20
  • S66 Uniform Combined State Law Examination
    2012-06-11
  • S63 Uniform Securities Agent State Law Examination
    2004-02-20
Other Names
  • John William Haberstro
  • John Haberstro

View on SEC IAPD

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