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6750 Main Street, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-14 |
| TX | RA | APPROVED | 2023-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2019 | 06/2020 |
| Events At The Wurlitzer | North Tonawanda | NY | 05/2019 | Present |
| College Of Wooster | Wooster | OH | 08/2015 | 05/2019 |
| Equitable Advisors, Llc | Williamsville | NY | 10/2019 | 08/2020 |
| Members Advisory Group, Llc | Williamsville | NY | 08/2020 | 02/2023 |
| Members Advisory Group, Llc | Williamsville | NY | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
| S66 | Uniform Combined State Law Examination | 2019-12-12 |
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