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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-20 |
| NY | RA | APPROVED | 2021-03-12 |
Branch Locations
1065 Andrew Drive, West Chester, PA 19380 • United States
Green Cove Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Canton | MA | 07/2019 | 04/2020 |
| Citizens Bank | Williamsville | NY | 05/2019 | 04/2020 |
| Wegmans | Buffalo | NY | 02/2019 | 05/2019 |
| Full-Time Education At Canisius College | Buffalo | NY | 09/2018 | 02/2019 |
| Courier Capital | Buffalo | NY | 05/2018 | 09/2018 |
| Full-Time Education At Canisius College | Buffalo | NY | 10/2017 | 05/2018 |
| Buffalo Chophouse | Buffalo | NY | 05/2017 | 10/2017 |
| Full-Time Education At Canisius College | Buffalo | NY | 09/2016 | 05/2017 |
| Lpl Financial, Llc | Webster | NY | 04/2020 | Present |
| Wealthcare Advisory Partners, Llc | Webster | NY | 04/2020 | Present |
1) Justin Vestri is dually-registered with Wealthcare Advisory Partners, LLC and LPL Financial, LLC ("LPL"). Justin Vestri has served as an investment advisor representative for Wealthcare Advisory Partners, LLC and a registered representative with LPL since 03/2021. Business is conducted from Webster, NY. Approximately 90% of Justin Vestri's time is for services as an investment advisor representative and the balance as a registered representative. 2) Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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