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200 International Drive, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-13 |
Branch Locations
200 International Drive, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Not Applicable | Alden | NY | 04/2016 | 09/2018 |
| Alden Senior High School | Alden | NY | 09/2018 | 06/2022 |
| Swan Trucking West | Lancaster | NY | 02/2021 | 05/2022 |
| Not Applicable | Alden | NY | 05/2022 | 06/2022 |
| Tim Hortons | Alden | NY | 06/2022 | 09/2024 |
| Canisius University | Buffalo | NY | 08/2024 | 11/2024 |
| Not Applicable | Alden | NY | 11/2024 | 01/2025 |
| Canisius University | Buffalo | NY | 01/2025 | 05/2025 |
| Not Applicable | Alden | NY | 05/2025 | 06/2025 |
| Dopkins Wealth Management | Buffalo | NY | 06/2025 | 01/2026 |
| Canisius University | Buffalo | NY | 09/2025 | 12/2025 |
| Dopkins Wealth Management | Buffalo | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-13 |
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