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3858 North Buffalo Rd Suite 2, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-14 |
Branch Locations
3858 North Buffalo Rd Suite 2, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waterford Advisors, Llc | Orchard Park | NY | 01/2012 | Present |
| Cadaret, Grant & Co., Inc. | Orchard Park | NY | 01/2012 | Present |
1) Waterford Advisors, LLC, Orchard Park, NY, Tax Preparation/Compliance, Financial Planner/Tax Preparer since 6/2012, 50% of business, salary. Enrolled Agent since 3/2015. 2)SVT International Inc., S-Corp, shareholder, 18.75% Owner since 1/2018, a disregarded entity for tax purposes, owns 100% OF Waterford Advisors, LLC. 3) Waterford Advisors, IAR since 4/2023, Orchard Park, NY, 160 hours per month, 120 during market, investment related.
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