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300 International Dr Suite 100, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
300 International Dr Suite 100, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Amherst | NY | 07/2006 | 01/2017 |
| Lincoln Investment | Getzville | NY | 01/2017 | 08/2024 |
| Bentham Wealth Advisors | Williamsville | NY | 08/2024 | Present |
Steve Witter is the owner of Student Loan Steve, a student loan planning firm that provides advice and repayment options to students, parents, and employers. This activity amounts to less than 10% of his time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-28 |
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