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6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-02 |
Branch Locations
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kotas & Kotas Cpa | Alden | NY | 01/1980 | Present |
| Cadaret, Grant & Co., Inc. | Williamsville | NY | 06/1999 | 07/2025 |
| Wny Asset Management Llc | Williamsville | NY | 10/2010 | Present |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1- 07/2025 - WNY Asset Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/01/2006 - 20 hours per month/ 1 hour during trading 2- 07/2025 - Kotas & Kotas CPA PC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/1980 - 160 hours per month/ 120 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-12 |
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