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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-29 |
Branch Locations
5173 Sheridan Drive, Williamsville, NY 14221 • United States
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Buffalo | NY | 05/2012 | 09/2016 |
| Lpl Financial Llc | Buffalo | NY | 09/2013 | 09/2016 |
| Key Investment Services Llc | Cheekotwaga | NY | 09/2016 | Present |
| Keybank | Buffalo | NY | 09/2016 | 07/2019 |
| Keybank | Williamsville | NY | 07/2019 | Present |
CASA DE MAMI LLC- POSITION: Managing Member NATURE: LLC was set up to hold the investment property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2024, ADDRESS: 67 Daven Dr, Getzville NY 14068, United States. DESCRIPTION: Own a 2 unit residential property with my wife. We will be renting out one unit while my mother in law will live in the other unit. Responsibilities include collecting rent and performing maintenance on the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-14 |
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