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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-06 |
| NY | RA | APPROVED | 2024-03-04 |
Branch Locations
4370 S Taylor Rd Ste 100, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Buffalo | NY | 07/2011 | 06/2021 |
| M&T Securities, Inc | Cheektowaga | NY | 04/2021 | 06/2021 |
| Lpl Financial Llc | Cheektowaga | NY | 06/2021 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Orchard Park | NY | 02/2024 | Present |
TRUST FOR AUNT; INV RELATED; CLEARWATER, FL; SUCCESSOR TRUSTEE; START DATE 07/07/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS NOTARY; NOT INV RELATED; BUFFALO, NY; NOTARY; START DATE: 03/04/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-14 |
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