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Jeffrey Michael May

Florian Financial Group LLC

Williamsville, NY

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Current Employers
Florian Financial Group Llc

1825 Maple Road Suite 240, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-14
  • NY RA
    APPROVED
    Since 2025-10-14

Branch Locations

1825 Maple Road Suite 240, 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
Charles Schwab & Co., Inc. Amherst NY 04/2013 09/2025
Florian Financial Group, Llc Amherst NY 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-21
S63 Uniform Securities Agent State Law Examination 2007-12-21
  • S65 Uniform Investment Adviser Law Examination
    2008-05-21
  • S63 Uniform Securities Agent State Law Examination
    2007-12-21

View on SEC IAPD

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