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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
300 Airborne Parkway Suite 216, Cheektowaga, NY 14225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Buffalo | NY | 07/2015 | 05/2023 |
| Key Investment Services | Buffalo | NY | 08/2020 | 09/2022 |
| Equitable Advisors, Llc | New York | NY | 05/2023 | 02/2024 |
| M&T Bank | New York | NY | 03/2024 | Present |
| Lpl Financial | New York | NY | 03/2024 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisors Llc | Cheektowaga | NY | 06/2026 | Present |
1. NOTARY PUBLIC, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-06 |
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