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Current Employers
Silver Grove Advisory Services

400 Sterling Drive, Orchard Park, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-23
  • NY RA
    APPROVED
    Since 2021-07-23

Branch Locations

400 Sterling Drive, Orchard Park, NY 14127 • United States

3200 Niagara Falls Boulevard , North Tonawanda, NY 14120 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Company Amherst NY 01/2014 04/2019
Mml Investors Services Llc Amherst NY 01/2014 05/2019
Lpl Financial, Llc North Tonawanda NY 05/2019 Present
Silver Grove Advisory Services North Tonawanda NY 05/2019 Present
Jackson Hewitt Tax Service Amherst NY 02/2021 04/2021
  • 01/2014 → 04/2019
    Massachusetts Mutual Life Insurance Company
    Amherst, NY
  • 01/2014 → 05/2019
    Mml Investors Services Llc
    Amherst, NY
  • 05/2019 → Present
    Lpl Financial, Llc
    North Tonawanda, NY
  • 05/2019 → Present
    North Tonawanda, NY
  • 02/2021 → 04/2021
    Jackson Hewitt Tax Service
    Amherst, NY
Previous Registrations
  • 2013-01-18 → 2013-12-31
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1)05/03/2019 - Music - Bagpipes - Business Owner - occasionally hired to play bagpipes for special events. Weddings, funerals, etc - non-inv rel - out of residential address - start: 01/1/2002 - 2 hr/mth. 2)05/03/2019 - JBM Health and Wealth Consulting LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/15/2019 - 190 hr/mth 130 during trading 3)05/03/2019 - JBM Health and Wealth Consulting LLC - Property and Casualty - inv rel - At reported business location(s) - start: 06/012014 - 2 hr/mth 1 during trading 4)05/03/2019 - Resource Health Advisors of New York State LLC - Insurance Agency - inv rel - At reported business location(s) - start: 08/01/2018 - 8 hr/mth 4 hr during trading 5) 5/14/2019 - SILVER GROVE FINANCIAL GROUP, INC. - DBA: (Hybrid) Silver Grove Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 05/01/2019 - 120 Hours Per Month/30 Hours During Securities Trading - Time Spent 40% - I provide investment advisory services through Silver Grove Financial Group, Inc., an independent investment advisor firm. I started this business activity in 05/2019. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 07/16/2025 - JBM Health & Wealth Consulting, LLC - Insurance Agency - Inv Rel - At Reported Business Location(s) - Start date: 06/16/2025 - 4hr/mnth 2 hr during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-17
  • S66 Uniform Combined State Law Examination
    2013-01-17
Designations

View on SEC IAPD

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