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4900 Tiedeman Road Oh-01-49-0215, Brooklyn, OH 44144 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-02 |
Branch Locations
4900 Tiedeman Road, Brooklyn, OH 44144 • United States
4467 Main St., Snyder, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buffalo Bills | Orchard Park | NY | 08/2015 | 04/2024 |
| West Herr Automotive Group | East Aurora | NY | 07/2016 | 09/2018 |
| Morgan Stanley | Buffalo | NY | 09/2018 | 02/2019 |
| Unemployed | N/A | XX | 02/2019 | 05/2019 |
| Massachusetts Mutual Life Insurance | Amherst | NY | 05/2019 | 05/2021 |
| Raymond James Financial Services, Inc | Williamsville | NY | 05/2021 | 07/2022 |
| Ancile Advisors | Williamsville | NY | 05/2021 | 07/2022 |
| Raymond James Financial Services Advisors, Inc | Williamsville | NY | 05/2021 | 07/2022 |
| Key Investment Services | Amherst | NY | 08/2022 | Present |
1) Name of Business: St. Francis High School; Address: 4129 Lake Shore Road, Hamburg, NY, 14075, United States; Activity Type: Board Member, Board Subcommittee Member, Officer, or Director; Position/Title: Committee Member; Investment Related: No; Start Date: 03/01/2019; Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1; Description of duties: My role as an alumni board member is to help with events that our alumni put on for the school such as help at our annual golf tournament, bocce ball tournament, open house and help with engagement of other alumni of our high school; 2) Big Brother's, Big Sister's of Niagara/Southern Tier; not investment-related; mentorship programs; young professional board member; 1/22/2023; 1-2 hours during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-22 |
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