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1207 Delaware Avenue Suite 110, Buffalo, NY 14209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-26 |
Branch Locations
1207 Delaware Avenue Suite 110, Buffalo, NY 14209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Williamsville | NY | 04/2012 | 08/2019 |
| Eudaimonia Wealth Llc | Buffalo | NY | 08/2019 | Present |
Financial Planning Association of Western New York; not investment-related; Post Office Box 368, Amherst, NY 14226; financial planning membership organization; Member of the Board of Directors; 1/2023; 1 hour/month devoted; 0 hours/month during securities trading hours; participates on Board of Directors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-13 |
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