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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-01 |
Branch Locations
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 02/2026 | Present |
| Perry's Ice Cream Co., Inc. | Akron | NY | 12/2022 | 08/2025 |
| Kenny Enterprises | Cheektowaga | NY | 09/2020 | 11/2022 |
| Kenny Enterprises | Cheektowaga | NY | 08/2018 | 09/2020 |
| Perry's Ice Cream Co., Inc. | Akron | NY | 12/2017 | 08/2018 |
| Modern Disposal Services, Inc. | Lewiston | NY | 06/2017 | 09/2017 |
| Schmitt's Garage, Inc. | Bowmansville | NY | 08/2016 | 01/2017 |
| Unemployed | Kenmore | NY | 09/2025 | 02/2026 |
| Unemployed | East Amherst | NY | 01/2017 | 06/2017 |
| Stevens Truck School | East Amherst | NY | 09/2017 | 12/2017 |
| Lincoln Investment | Fort Washington | PA | 07/2026 | Present |
Real Estate Position: Owner, Landlord Nature: Real Estate Investment Related: Yes Hours: 4 Securities Trading Hours: 0 Start Date: 1/15/2024 Address: 367 Crosby Ave Kenmore, NY 14217 Description: Addressing tenant's needs/issues, collecting rent and tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
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