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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • 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 |
|---|---|---|---|---|
| Massmutual Financial Group | Amherst | NY | 01/2009 | 12/2016 |
| Mml Investors Services Inc | Amherst | NY | 01/2009 | 12/2016 |
| Allstate Insurance Co | West Seneca | NY | 01/2017 | 11/2018 |
| Group Benefits/Stahlka Agency | Williamson | NY | 02/2017 | 10/2025 |
| Prudential Insurance Company Of America | Amherst | NY | 11/2018 | 10/2025 |
| Pruco Securities, Llc. | Amherst | NY | 11/2018 | 11/2024 |
| Lpl Enterprise, Llc | Williamsville | NY | 11/2024 | 10/2025 |
| Lincoln Investment | Fort Washington | PA | 10/2025 | Present |
CSAT PTO Position: President Nature: Parent Teacher Organization Investment Related: No Hours: 3 Securities Trading Hours: 0 Start Date: 5/1/2023 Address: 2303 Kenmore Ave Buffalo, NY 14207 Description: Funraisers and support parents and teachers of the school CS Logistics (S-Corp) Position: Owner, Managing Member, Member Nature: Truck Dispatching Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 2/9/2022 Address: 33 Hines St Buffalo, NY 14220 Description: Manage dispatch services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-28 |
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