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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
5820 Main St Ste 500, Williamsville, NY 14221-5734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Williamsville | NY | 01/2015 | 01/2025 |
| Osaic Wealth, Inc. | Williamsville | NY | 01/2025 | Present |
1) VALERIE STANEK-INSURANCE 5820 MAIN ST STE 500 WILLIAMSVILLE, NY,14221 INSURANCE INVESTMENT RELATED AGENT OFFERING DISABILITY INSURANCE, EQUITY-INDEXED ANNUITIES, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE STARTED ON 12/2014 WORKING 8 HPM ALL DURING TRADING HOURS. 2) STANEK LAW, PLLC POSITION: Sole Partner NATURE: provide legal services INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 03/08/2017 ADDRESS: 5820 Main Street, Suite 500, Williamsville NY 14221, United States DESCRIPTION: draft legal documents, provide legal counsel, mediation services 3) VALERIE STANEK POSITION: notary NATURE: notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/18/2019 ADDRESS: 5820 Main Street, Suite 500, 5820 Main Street, Suite 500, Williamsville NY 14221, United States DESCRIPTION: notary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
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