Best Investors Account Sign in
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-10
  • NY RA
    APPROVED
    Since 2025-07-10

Branch Locations

6928 Williams Road, Niagara Falls, NY 14304 • United States

1001 State Street Suite 1400, Erie, PA 16501 • 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
The Leaders Group, Inc. Littleton CO 02/2012 01/2022
Capital Investment Marketing Ridgefield CT 02/2012 04/2019
Omega Wealth Services, Llc Amherst NY 01/2008 01/2022
Cadaret Grant & Co., Inc. Williamsville NY 02/2022 Present
Lpl Financial Llc Erie PA 07/2025 Present
  • 02/2012 → 01/2022
    The Leaders Group, Inc.
    Littleton, CO
  • 02/2012 → 04/2019
    Capital Investment Marketing
    Ridgefield, CT
  • 01/2008 → 01/2022
    Omega Wealth Services, Llc
    Amherst, NY
  • 02/2022 → Present
    Cadaret Grant & Co., Inc.
    Williamsville, NY
  • 07/2025 → Present
    Erie, PA
Previous Registrations
  • 2022-02-01 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Niagara Falls, NY
    Erie, PA
  • 2009-07-20 → 2010-08-30
    Lake Worth, FL
    Amherst, NY
  • 2007-12-21 → 2009-07-07
    Amherst, NY
    Lancaster, NY
    Fort Mill, SC
  • 2007-11-30 → 2008-01-03
    Buffalo, NY
    Tonawanda, NY
    Niagara Falls, NY
    Amherst, NY
    Lockport, NY
    Lockport, NY
    Tonawanda, NY
Other Businesses

1) 07/10/2025 - Omega Wealth LLC / Financial Planning President/Owner / Business Entity For Tax/Investment Purposes Only / Inv Related / Start date 12/29/2008 2) 07/10/2025 - Capital Management Group of Niagara Inc / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 80 hrs per month 3) 07/10/2025- Capital Management Group of Niagara Inc / Agent / Non-Variable Insurance / Inv Related / Start date 01/25/2021 - 2 hrs per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-28
S63 Uniform Securities Agent State Law Examination 1993-08-13
  • S65 Uniform Investment Adviser Law Examination
    2007-11-28
  • S63 Uniform Securities Agent State Law Examination
    1993-08-13
Designations
Other Names
  • Edward Francis Wright

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Niagara Falls, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor