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5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-14 |
| OH | RA | APPROVED | 2013-09-18 |
Branch Locations
5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
2875 Union Road Suite 21, Cheektowaga, NY 14227 • 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 |
|---|---|---|---|---|
| Reliance Financial Group | Buffalo | NY | 09/2011 | Present |
| Hazard & Siegel Inc | Dewitt | NY | 09/2013 | Present |
| Hazard & Siegel Advisory Services Llc | Dewitt | NY | 09/2013 | Present |
1)ERIE COMMUNITY COLLEGE/NON INVESTMENT RELATED/BUFFALO, NY/EDUCATION/PROFESSOR/START DATE AUG 2009/80HRS PER MONTH/24HRS DURING MARKET PER MONTH/TEACHING - - 2)TAX PREPERATION/NON INVESTMENT RELATED//TAXES/SELF EMPLOYED/START DATE JAN 2008/15HRS PER MONTH/4HRS DURING MARKET PER MONTH/TAX RETURN PREP - - 3)MEDICARE INSURANCE/NON INVESTMENT RELATED/BOWSMANVILLE, NY/FIXED INSURANCE/SELF EMPLOYED/START DATE DEC 2007/15HRS PER MONTH/4HRS DURING MARKET PER MONTH/MEDICARE INSURANCE SALES - - 4)SMALL BUSINESS CONSULTING/NON INVESTMENT RELATED/CONSULTING/SELF EMPLOYED/START DATE JAN 2008/5HRS PER MONTH/0HRS DURING THE MARKET PER MONTH/CONSULTING - - 5) /SECURITIES INVESTMENT ADVICE/FINANCIAL PLANNER/START DATE JUL 2007/160HRS PER MONTH/130HRS DURING THE MARKET PER MONTH/MEET WITH CLIENT REGARDING SECURITIES BUSINESS/2875 UNION RD/STE.21/CHEEKTOWAGA, NY 14227.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-15 |
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