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Tracy Lynn Sherwood

Sherwood Financial Management

Clarence, NY

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Current Employers
Sherwood Financial Management

Clarence, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-14
  • NY RA
    APPROVED
    Since 2021-06-14

Branch Locations

Clarence, NY • 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
Sherwood Financial Management Williamsville NY 10/2019 Present
Unemployed N/A XX 05/2019 10/2019
Ogorek Wealth Management Llc Williamsville NY 08/1994 05/2019
  • 10/2019 → Present
    Sherwood Financial Management
    Williamsville, NY
  • 05/2019 → 10/2019
    Unemployed
    N/A, XX
  • 08/1994 → 05/2019
    Ogorek Wealth Management Llc
    Williamsville, NY
Designations

View on SEC IAPD

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