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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-23 |
| TX | RA | APPROVED_RES | 2020-09-14 |
Branch Locations
726 Exchange Street Suite 505, Buffalo, NY 14210 • 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 |
|---|---|---|---|---|
| United Advisors Services, Llc | Buffalo | NY | 07/2013 | 09/2020 |
| National Asset Management | Buffalo | NY | 09/2020 | 07/2022 |
| B. Riley Wealth Advisors, Inc | Memphis | TN | 07/2022 | Present |
1) CAM Buffalo LLC/ Consilience Asset Management; Investment related; 726 Exchange St Suite 505 Buffalo, NY 14210 DBA for investment advisory business conducted through B. Riley Wealth Advisors; start date 6/2013; 40 hours / week devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-21 |
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