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356 Sanders Road, Buffalo, NY 14216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School | Buffalo | NY | 09/2016 | 05/2017 |
| Citigroup | Buffalo | NY | 06/2017 | 08/2017 |
| School | Buffalo | NY | 09/2017 | 06/2018 |
| M&T Bank | Buffalo | NY | 07/2018 | 06/2019 |
| Linwood Investment Advisors Inc. | Buffalo | NY | 07/2019 | 10/2022 |
| Hightower Advisors | Buffalo | NY | 10/2022 | 01/2025 |
| Lpl Financial Llc | Buffalo | NY | 02/2025 | 03/2026 |
| Jensen, Marks, Langer & Vance Llc | Buffalo | NY | 02/2025 | 03/2026 |
| Sterling Investment Counsel, Llc | Buffalo | NY | 02/2025 | 03/2026 |
| Covenant Wealth Llc | Buffalo | NY | 03/2026 | Present |
1 - 03/2025 - Real Estate Rental - Inv Related - 2 Hours/Month - NY 14216 - OBA Start Date: 09/01/2018. 2 - 03/2025 - C-Rosenecker Holdings LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - OBA Start Date: 07/01/2024. 3 - 03/2025 - Cantor for the Diocese of Buffalo - Outside/W-2 Employment - Not Inv Related - 2 Hours/Month - NY 14051 - OBA Start Date: 05/01/2014.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-14 |
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