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400 Sterling Drive, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-18 |
Branch Locations
400 Sterling Drive, Orchard Park, NY 14127 • United States
2821 Wehrle Dr. Suite 4, Williamsville, NY 14221 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Williamsville | NY | 04/2014 | 01/2022 |
| Silver Grove Financial Group, Inc. | Williamsville | NY | 03/2017 | Present |
1. 04/30/2014 - OWNER OF REAL PROPERTY/ REAL ESTATE RENTAL/ 5%/ BUFFALO, NY 2. 04/30/2014 - OWNER OF REAL PROPERTY/ REAL ESTATE RENTAL/BUFFALO, NY 3. 05/05/2014 - DBA ONLY - SILVER GROVE FINANCIAL GROUP, INC. - WILLIAMSVILLE, NY (4)03/06/2017- Silver Grove Financial Group, Inc.-investment related-At reported business location(s)-Registered Investment Advisor-start 04/01/2017 -Hours per month 80/ Hours during trading 80 -I provide investment advisory services through Silver Grove Advisory Services Inc, an investment advisor firm. I started this business activity on 4/6/2017. I expect to spend approximately 80 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. The firm is separate from and independent of LPL Financial. 5. 04/2014 - LPL FINANCIAL, LLC - investment related - FINANCIAL ADVISOR - WILLIAMSVILLE, New York
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-09 |
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