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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-13 |
Branch Locations
6225 Sheridan Drive Suite 212, Williamsville, NY 14221 • United States
Niagara Falls, NY • United States
One Huntington Quadrangle Suite 1C01, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Amherst | NY | 09/2014 | Present |
| Geocapital Wealth Management, Llc | Niagara Falls | NY | 12/2022 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 9807 PORTER RD APT 105; NIAGARA FALLS; NY; 14304; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/1/2010; 15; 3; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:INTEGRITY FINANCIAL SERVICES (IFS); Yes; 6225 SHERIDAN DR STE 212; WILLIAMSVILLE; NY; 14221; FINANCIAL SERVICES/DBA; ASSOCIATE; 3/1/2011; 0; 0; MARKETING PURPOSE ONLY| GEOCAPITAL WEALTH MANAGEMENT, LLC POSITION: Owner/President NATURE: Investment Advisory and insurance services with Voya Financial Advisors as my Broker Dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 12/02/2022 ADDRESS: 9807 Porter Road, 105, Niagara Falls NY 14304, United States DESCRIPTION: Manage clients qualified and non-qualified investmemnts and provide insurance products as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-08 |
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