Christopher Panza

Current Employers

Employment History

• 05/2016 → 01/2017
  New York Life Insurance Company
  Williamsville, NY
• 07/2016 → 01/2017
  Nylife Securities Llc
  Williamsville, NY
• 01/2017 → 03/2018
  Citizens Bank
  East Amherst, NY
• 01/2017 → 03/2018
  Citizens Securities, Inc
  East Amherst, NY
• 03/2018 → 10/2019
  Key Bank
  Amherst, NY
• 04/2018 → 10/2019
  Key Investment Services, Llc
  Rochester, NY
• 10/2019 → 01/2023
  Cadaret, Grant & Co., Inc.
  Williamsville, NY
• 01/2022 → 01/2023
  Wny Asset Management, Llc
  Williamsville, NY
• 03/2023 → Present
  Massmutual Life Insurance Co.
  Amherst, NY
• 03/2023 → Present
  Mml Investors Services
  Amherst, NY
• 10/2019 → 01/2023
  Spectrum Wealth Management
  Amerst, NY
• 01/2021 → 01/2023
  Steven Carmina Cpa
  Amherst, NY

Previous Registrations

• 2022-02-04 → 2023-01-31
  Wny Asset Management, Llc
  Amherst, NY
  Williamsville, NY
• 2019-12-03 → 2023-01-12
  Cadaret, Grant & Co., Inc.
  Williamsville, NY
  Amherst, NY
• 2017-01-19 → 2018-03-13
  Citizens Securities, Inc.
  East Aurora, NY
  Albany, NY
  East Amherst, NY

Other Businesses

(1) NAME: CHRISTOPHER P PANZA, INV REL: Y, ADD: 300 CORPORATE PARKWAY, STE 216N, AMHERST, NY 14226 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 02/07/2024, NO. HR/MO: 1, NO. HR/MO DURING SEC TRADING: 1, DUTIES: LIFE, FIXED ANNUITIES (2)NAME: PANZA ENTERPRISES, INC, INV REL: Y ADDR: 300 CORPORATE PARKWAY STE 216N AMHERST NY 14226 NATURE: S-CORP FOR COMP/TAX PURPOSES ONLY, POSITION: PRESIDENT, START: 7/21/2025, NO HR/MO: 0 NO HR/MO DUR TRADING: 0 DUTIES: NOT APPLICABLE. (3) NAME: SUMMIT TAX INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: TAX PREPARATION POSITION: TAX PREPARER START DATE: 01/01/2026 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PREPARE AND SUBMIT TAX RETURNS FOR INDIVIDUALS

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-07
• S63 Uniform Securities Agent State Law Examination
  2015-11-11

Other Names

• Christopher Patrick Panza