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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
369 Franklin Street Cyclorama Building, Buffalo, NY 14202 • United States
2562 Walden Ave Suite 101, Cheektowaga, NY 14225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Cheektowaga | NY | 10/2017 | 07/2023 |
| Securities America Advisors, Inc. | Cheektowaga | NY | 10/2017 | 07/2023 |
| Lifetime Wealth Management Group, Inc. | Cheektowaga | NY | 01/2014 | Present |
| National Planning Corporation | El Segundo | CA | 08/2013 | 10/2017 |
| Avantax Investment Services Inc. | Cheektowaga | NY | 07/2023 | 09/2025 |
| Avantax Insurance Agency, Llc | Cheektowaga | NY | 07/2023 | 09/2025 |
| Avantax Advisory Services | Cheektowaga | NY | 07/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Cheektowaga | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Lifetime Wealth Management, An Affiliate Of Lumsden Mccormick | Cheektowaga | NY | 11/2025 | Present |
1) LIFETIME WEALTH MANAGEMENT GROUP, INC POSITION: Investment Executive NATURE: Financial planning,estate planning, retirement planning, investment planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2014 ADDRESS: 2562 Walden Ave, Suite 101, Cheektowaga NY 14225, United States DESCRIPTION: Asset management, risk management, retirement planning, distribution planning, portfolio management; 2) NAME OF OTHER BUSINESS: LIFETIME WEALTH MANAGEMENT, AN AFFILIATE OF LUMSDEN MCCORMICK; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-12-08 |
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