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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-08 |
| NY | RA | APPROVED | 2025-12-08 |
Branch Locations
350 Essjay Road Suite 300, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewiston Porter | Youngstown | NY | 01/2015 | 06/2021 |
| Maurices | Niagara Falls | NY | 04/2021 | 06/2023 |
| Cornerstone Community Federal Credit Union | Lockport | NY | 06/2023 | 08/2023 |
| Niagara University | Niagara | NY | 08/2023 | 05/2025 |
| Express | Niagara Falls | NY | 07/2024 | Present |
| Niagara County Community College | Sanborn | NY | 08/2021 | 05/2023 |
| Equitable Advisors, Llc | New York | NY | 12/2025 | Present |
Express - Retail - Sales Associate - Started 07/2024 - Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
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