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101 Lang Boulevard, Grand Island, NY 14072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Williamsville | NY | 03/2016 | 04/2017 |
| Private Advisor Group, Llc | Williamsville | NY | 12/2016 | 04/2017 |
| Pruco Securities Llc | Orchard Park | NY | 05/2017 | 01/2019 |
| Prudential Insurance Company Of America | Orchard Park | NY | 05/2017 | 12/2018 |
| Winthrop Partners -Wny, Llc | Buffalo | NY | 02/2019 | 01/2020 |
| Brookstone Capital Management | Wheaton | IL | 02/2020 | 12/2020 |
| Fisher Investments | Grand Island | NY | 06/2021 | Present |
| Unemployed | Grand Island | NY | 01/2021 | 05/2021 |
| Osaic Wealth, Inc. | Grand Island | NY | 10/2022 | Present |
| Lytle Investments | Grand Island | NY | 09/2022 | Present |
1) LYTLE INVESTMENTS POSITION: Investment Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 177 SECURITIES TRADING HOURS: 177 START DATE: 09/12/2022 ADDRESS: 101 Lang Blvd Suite 2, Grand Island NY 14072, United States DESCRIPTION: Provide investment advice to clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 2016-05-17 |
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