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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
| NY | RA | APPROVED | 2024-12-23 |
Branch Locations
350 Essjay Road Suite 300, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canisius College | Buffalo | NY | 08/2015 | 05/2017 |
| Websters Bistro & Bar | North Tonawanda | NY | 08/2015 | 05/2018 |
| Sellfarm | North Tonawanda | NY | 01/2018 | Present |
| Axa Advisors, Llc | New York | NY | 07/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2018 | Present |
1) Sell Farm North - Partner Non-Investment - Tonawanda NY - 1/2018 - 10 hrs/month. 2) Boat Slip Rental - Property Owner Non-Investment - Tonawanda NY -2/2024 - 5 hrs/month. 3) Outside Fixed Insurance Agent- Aflac.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-05 |
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