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Chad Robert Oconnell

Dopkins Wealth Management, LLC

Williamsville, NY

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Current Employers
Dopkins Wealth Management, Llc

200 International Drive, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-20
  • NY RA
    APPROVED
    Since 2021-04-20

Branch Locations

200 International Drive, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dopkins Wealth Management, Llc Buffalo NY 12/2004 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-12-07
  • S63 Uniform Securities Agent State Law Examination
    2001-12-07

View on SEC IAPD

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