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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
| CA | RA | APPROVED | 2018-05-10 |
| TX | RA | APPROVED | 2018-05-10 |
Branch Locations
8205 Main Street Suite 11, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Buffalo | NY | 03/2012 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2018 |
| Wells Fargo Advisors Financial Network, Llc | Buffalo | NY | 05/2018 | 05/2025 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 05/2025 | Present |
| Culov Wealth Management | Buffalo | NY | 05/2018 | Present |
Citylights Partners LLC; investment related; real state property; partner; Started 09/218; 0hrs/month; 0hrs/month during trading hours; currently no properties SENTRY POINT PRIVATE WEALTH LLC; INV RELATED; WILLIAMSVILLE,NY; WEALTH MGMT;100% OWNERSHIP; START DATE: 05/30/2025; 160 HRS PER MONTH; 160 HRS DURING TRADING; | CLARENCE SOCCER CLUB; NOT INV RELATED; CLARENCE,NY; SOCCER; START DATE: 11/01/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-27 |
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