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100 Corporate Parkway Suite 136, Amherst, NY 14226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-03 |
Branch Locations
100 Corporate Parkway Suite 136, Amherst, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wegmans | Amherst | NY | 01/2017 | 05/2017 |
| Butler's Wine & Spirits | Tonawanda | NY | 08/2020 | 05/2023 |
| Keybank | North Tonawanda | NY | 05/2023 | 08/2023 |
| Niagara University | Amherst | NY | 09/2020 | 05/2024 |
| Pathway Partners Wealth Advisors | Amherst | NY | 08/2023 | 09/2024 |
| Pathway Partners Wealth Advisors, Llc | Amherst | NY | 09/2024 | Present |
| Sweet Home Central Schools | Amherst | NY | 09/2014 | 06/2020 |
1. The Advisor Network; Head of Content and Marketing; Investment related: No; 100 Corporate Parkway Suite 136 Amherst New York 14226; Educational Platform; Social Media, Uploading content; Start date: 2024-03-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 30.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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