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50 Lakefront Blvd, Suite 215, Buffalo, NY 14202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-26 |
| TX | RA | APPROVED | 2018-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Williamsfille | NY | 03/2013 | 09/2017 |
| Sii Invesments, Inc. | Buffalo | NY | 09/2017 | 02/2018 |
| Lpl Financial Llc | Buffalo | NY | 02/2018 | 05/2018 |
| Sterling Investment Counsel, Llc | Buffalo | NY | 04/2018 | 12/2018 |
| Jensen Marks Langer And Vance | Buffalo | NY | 09/2017 | Present |
| Gcw Capital | Hamburg | NY | 08/2018 | Present |
1.Independent Insurance Agent - GCW Capital Group; GCW Risk and Benefit Solutions Inv Related: Y; Nature: Individual, Life, Health, Fixed, Group life, Group Health, Group ltd, std, Group dental, Group visions, etc. Position: Sales Start: 2018 No Hr/Mo: 30 No Hr/Mo during trading: 30;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-28 |
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