Gordon Stockman

Current Employers

Ewm Advisory

1967 Wehrle Drive, Suite 3-099, Buffalo, NY 14221 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-04-02

NY RA
APPROVED

Since 2024-04-02

Branch Locations

1967 Wehrle Drive, Suite 3-099, Buffalo, NY 14221 • 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

Organization	City	State	From	To
Efficient Wealth Management Inc.	Mississauga		07/2005	Present
Ewm Advisoy Llc	Buffalo	NY	01/2014	Present

07/2005 → Present

Efficient Wealth Management Inc.

Mississauga
01/2014 → Present

Ewm Advisoy Llc

Buffalo, NY

Other Businesses

Nextgen Foinancial Planning Inc. a registered Portfolio Mangaer in the Province of Ontario Sharp Accounting Professional Corp a CPA firm in the Province of Ontario

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-11-16

S65 Uniform Investment Adviser Law Examination

2015-11-16

View on SEC IAPD

Current Employers

Ewm Advisory

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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