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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-17 |
Branch Locations
827 Hopkins Rd, Amherst, NY 14221-2322 • United States
East Amherst, NY • United States
9470 Clarence Center Rd, Clarence Center, NY 14032-9762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Boston | MA | 11/2008 | 01/2018 |
| Unemployed | East Amherst | NY | 02/2018 | 05/2018 |
| Axa Advisors | New York | NY | 06/2018 | 04/2019 |
| Securities America, Inc. | Buffalo | NY | 04/2019 | 06/2024 |
| Securities America Advisors, Inc. | Buffalo | NE | 04/2019 | 06/2024 |
| Ameriprise Financial Services, Llc | Clarence Center | NY | 11/2025 | Present |
| Osaic Wealth, Inc. | Williamsville | NY | 06/2024 | 11/2025 |
Outside Employment; CNB; Financial Advisor; Manage advisory business; 827 Hopkins Road, , Will, NY, 14221; Investment-Related; 11/17/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
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