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6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-12 |
| TX | RA | APPROVED_RES | 2020-07-16 |
Branch Locations
4925 Main St Suite 202, Amherst, NY 14226 • United States
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John M. Lunghino, Cpa | Amherst | NY | 01/1985 | Present |
| Cambridge Ir | Des Moines | IA | 08/2013 | 12/2017 |
| Cadaret, Grant & Co., Inc. | Amherst | NY | 12/2017 | 07/2025 |
| Wny Asset Management, Llc | Amherst | NY | 12/2017 | 07/2025 |
| Western Ny Asset Management | Amherst | NY | 12/2017 | 07/2025 |
| Lpl Financial Llc | Amherst | NY | 07/2025 | Present |
1- 07/2025 - Generational Wealth Services - Business Entity For Tax/Investment Purposes Only - Investment Related - Home Based - Start Date 04/01/2024 - 10 hours per month/ 5 hours during trading 2- 07/2025 - JOHN MATTHEW LUNGHINO - Author - Not Investment Related - At Reported Business Location(s) - Start Date 12/01/2019 - 0 hours per month/ 0 hours during trading 3- 07/2025 - John M. Lunghino - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/1999 - 1 hour per month/ 0 hours during trading 4- 07/2025 -John M Lunghino - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/1995 - 2 hours per month/ 2 hours during trading 5- 07/2025 - JOHN LUNGHINO - Tax Prep/Accounting/CPA - CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/1988 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-02 |
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