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3858 North Buffalo Rd Suite 2, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-14 |
Branch Locations
3858 North Buffalo Rd Suite 2, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waterford Advisors | Orchard Park | NY | 01/2007 | Present |
| Cadaret, Grant & Co., Inc. | Orchard Park | NY | 08/2007 | Present |
1) CHRISTINA Michalczak NOTARY, START 5/07, NON-INVESTMENT REALTED, LESS THAN 1% OF TIME DEVOTED TO ACTIVITY, NOTARIZE DOCUMENTS. 2) CHRISTINE MICHALCZAK, WILLIAMSVILLE, NY, NON-INVESTMENT RELATED, TAX PREP, ENROLLED AGENT, START 8/10, 30 HRS MONTHLY, 30 HRS MONTHLY DURING TRADING, WORKING WITHIN CAPACITY FOR WATERFORD ADVISORS LLC PREPARE INCOME TAXES. 3) WATERFORD ADVISORS LLC, Orchard Park, NY, INVESTMENT ADVISORY REP SINCE 4/2023, 160 HOURS PER MONTH, 120 DURING TRADING, FINANCIAL PLANNING, START 5/2007, CFP, 3.05% OWNER, 100% OF TIME DEVOTED TO ACTIVITY, INVESTMENT RELATED. SVT International Inc., S-Corp, SHAREHOLDER, 18.75% Owner SINCE 2005, A DISREGARDED ENTITY FOR TAX PURPOSES, OWNS 100% OF WATERFORD ADVISORS, LLC. 4) FINANCIAL PLANNING ASSOCIATION OF WNY, Not investment related, ADDRESS: PO Box 368, Amherst, NY 14226, NATURE: Lead FPA of WNY Chapter as president of the board, START DATE: 01/01/2024, NUMBER OF HOURS: 2-3 hrs/month, 1-2 hrs/month during securities trading, DESCRIPTION: Board member/President
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-25 |
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