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50 Lakefront Blvd, Suite 215, Buffalo, NY 14202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-11 |
Branch Locations
50 Lakefront Blvd, Suite 215, Buffalo, NY 14202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Note Advisors, Llc | Buffalo | NY | 01/2021 | Present |
| Canisus College | Buffalo | NY | 08/2013 | 08/2020 |
| Motion Concepts | Tonawanda | NY | 08/2020 | 01/2021 |
| Morris And Stapleton, Inc. | Lancaster | NY | 04/2018 | Present |
Morris and Stapleton, Inc. -Laborer - Not investment related- 34 Southpoint Drive, Lancaster, NY 14086 - Not engaged in this activity during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
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