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Inactive

Brendan J Taylor

Shield Wealth Advisors

Williamsville, NY

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Current Employers
Shield Wealth Advisors

2809 Wehrle Drive Suite 9, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-02-22
  • NY RA
    APPROVED
    Since 2022-02-22

Branch Locations

2809 Wehrle Drive Suite 9, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lotteryrewards Troy NY 05/2018 08/2018
John W. Haberstro D/B/A Shield Wealth Management Williamsville NY 09/2019 07/2020
Shield Wealth Advisors, Llc Williamsville NY 07/2020 Present
University Of Oklahoma Norman OK 08/2014 05/2019
Unemployed Norman OK 05/2019 08/2019
  • 05/2018 → 08/2018
    Lotteryrewards
    Troy, NY
  • 09/2019 → 07/2020
    John W. Haberstro D/B/A Shield Wealth Management
    Williamsville, NY
  • 07/2020 → Present
    Shield Wealth Advisors, Llc
    Williamsville, NY
  • 08/2014 → 05/2019
    University Of Oklahoma
    Norman, OK
  • 05/2019 → 08/2019
    Unemployed
    Norman, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-22
  • S65 Uniform Investment Adviser Law Examination
    2022-02-22

View on SEC IAPD

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