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7606 Transit Rd, Suite 100, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-02 |
Branch Locations
7606 Transit Rd, Suite 100, Williamsville, NY 14221 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alliance Advisors | Buffalo | NY | 01/2020 | 04/2020 |
| Cominbined Insurance | Cheektowaga | NY | 03/2002 | 12/2019 |
| Equitable Advisors, Llc | New York | NY | 04/2020 | 11/2020 |
| Buffalo First Wealth Management, Llc | Williamsville | NY | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-09 |
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