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Current Employers
Buffalo First Wealth Management, Llc

7606 Transit Rd, Suite 100, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-09-27
  • NY RA
    APPROVED
    Since 2022-09-27

Branch Locations

7606 Transit Rd, Suite 100, 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
Pro Net Amherst Chamber Of Commerce Williamsville NY 10/2012 Present
Canisius High School Buffalo NY 11/2013 Present
Buffalo First Wealth Management, Llc Williamsville NY 04/2014 Present
  • 10/2012 → Present
    Pro Net Amherst Chamber Of Commerce
    Williamsville, NY
  • 11/2013 → Present
    Canisius High School
    Buffalo, NY
  • 04/2014 → Present
    Williamsville, NY
Previous Registrations
Other Businesses

04/15-PRESENT, VARIOUS INSURANCE CARRIERS FOR Buffalo First Advisory Services LLC, Buffalo, NY, INVESTMENT RELATED, INSRUANCE SALES, INSRUANCE AGENT. 10/2012-PRESENT, PRO NET AMHERST CHAMBER OF COMMERCE, WILLIAMSVILLE, NY, NOT INVESTMENT RELATED, RUN AND EXECUTE MEETINGS, NON PROFIT, 8HRS/MO, 0HRS/DAY DURING SEC TRADING HRS, FACILITATOR. 11/2013-PRESENT, CANISIUS HIGH SCHOOL, BUFFALO, NY, HOCKEY TRAINING, ASSISTANT HOCKEY COACH, NOT INVESTMENT RELATED, 16 HOURS/MONTH, 0 HOURS/DAY DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-17
S63 Uniform Securities Agent State Law Examination 2007-01-24
  • S65 Uniform Investment Adviser Law Examination
    2014-03-17
  • S63 Uniform Securities Agent State Law Examination
    2007-01-24

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