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Current Employers
Pathway Partners Wealth Advisors, Llc

100 Corporate Parkway Suite 136, Amherst, NY 14226 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-08-01
  • NY RA
    APPROVED
    Since 2023-08-01

Branch Locations

100 Corporate Parkway Suite 136, Amherst, NY 14226 • 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
M&T Securities Buffalo NY 01/2015 07/2023
Lpl Financial Llc Ellicottville NY 06/2021 07/2023
Lpl Financial Llc Ellicottville NY 06/2021 07/2023
Wilmington Advisors At M&T Hamburg NY 01/2015 07/2023
Pathway Partners Wealth Advisors, Llc Amherst NY 07/2023 Present
Previous Registrations
  • 2021-06-09 → 2023-09-01
    Springville, NY
    Hamburg, NY
    Hamburg, NY
    Cheektowaga, NY
    Ellicottville, NY
  • 2015-01-08 → 2021-06-09
    M&T Securities, Inc.
    Buffalo, NY
    Hamburg, NY
    Hamburg, NY
    Cheektowaga, NY
    Fredonia, NY
    Silver Creek, NY
    Springville, NY
    Williamsport, PA
    Ellicottville, NY
    Cheektowaga, NY
    Buffalo, NY
    Baltimore, MD
  • 2013-03-04 → 2015-01-05
    Orchard Park, NY
    Buffalo, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-01
S63 Uniform Securities Agent State Law Examination 2007-07-06
  • S65 Uniform Investment Adviser Law Examination
    2013-03-01
  • S63 Uniform Securities Agent State Law Examination
    2007-07-06
Other Names
  • Joseph Titus

View on SEC IAPD

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