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William D Davoli

Osaic Wealth, Inc.

Amherst, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-02
  • NY RA
    APPROVED
    Since 2025-09-02

Branch Locations

3820 Sheridan Drive, Amherst, NY 14226 • 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
Splash Management Llc Williamsville NY 08/2020 05/2024
Curbell Inc. Orchard Park NY 05/2024 08/2024
Ubs Buffalo NY 10/2024 01/2025
Transit Valley Country Club East Amherst NY 05/2024 Present
L&M Wealth Management Amherst NY 02/2025 Present
University At Buffalo Getzville NY 08/2023 05/2025
Erie Community College Williamsville NY 09/2021 06/2023
Williamsville East High School East Amherst NY 09/2017 06/2021
St. Mary School Swormville East Amherst NY 09/2008 06/2017
Osaic Wealth, Inc. Amherst NY 07/2025 02/2026
Osaic Wealth, Inc. Amherst NY 02/2026 Present
  • 08/2020 → 05/2024
    Splash Management Llc
    Williamsville, NY
  • 05/2024 → 08/2024
    Curbell Inc.
    Orchard Park, NY
  • 10/2024 → 01/2025
    Ubs
    Buffalo, NY
  • 05/2024 → Present
    Transit Valley Country Club
    East Amherst, NY
  • 02/2025 → Present
    L&M Wealth Management
    Amherst, NY
  • 08/2023 → 05/2025
    University At Buffalo
    Getzville, NY
  • 09/2021 → 06/2023
    Erie Community College
    Williamsville, NY
  • 09/2017 → 06/2021
    Williamsville East High School
    East Amherst, NY
  • 09/2008 → 06/2017
    St. Mary School Swormville
    East Amherst, NY
  • 07/2025 → 02/2026
    Amherst, NY
  • 02/2026 → Present
    Amherst, NY
Other Businesses

1. TRANSIT VALLEY COUNTRY CLUB POSITION: Locker Room Attendant NATURE: Membership based Organization INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/05/2024 ADDRESS: 8920 Transit Rd, East Amherst NY 14051, United States DESCRIPTION: Maintain a clean and organized locker room, prepare drinks, and clean shoes. 2. L&M GROUP POSITION: Employee of the Firm NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2025 ADDRESS: 3820 Sheridan Dr, Amherst NY 14226, United States DESCRIPTION: Provide administrative and operational support to financial advisor. 3. L&M GROUP POSITION: Life Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2026 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226, United States DESCRIPTION: Life insurance agent sales. 4. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2025 ADDRESS: 484 Seabrook Dr, Williamsville NY 14221, United States DESCRIPTION: Notarial acts

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29
Other Names
  • William Dominic Davoli

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