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1114 Delaware Avenue, Buffalo, NY 14209-1604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-15 |
Branch Locations
1114 Delaware Avenue, Buffalo, NY 14209-1604 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2015 | 01/2017 |
| New York Life Insurance Co. | New York | NY | 02/2017 | 06/2017 |
| Nylife Securities Llc | New York | NY | 03/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Holbrook | NY | 06/2017 | 11/2022 |
| Bank Of America, N.A. | Holbrook | NY | 06/2017 | 11/2022 |
| Keybank Na | Rochester | NY | 11/2022 | 04/2026 |
| Key Investment Services | Brooklyn | OH | 10/2024 | 04/2026 |
| Courier Capital, Llc | Buffalo | NY | 04/2026 | Present |
For profit or not for profit: Non-Profit Organization Name of outside business organization: Boy Scouts of America, Seneca Waterways Council Investment related: N Address of business: Rochester, New York 14623 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 1/29/2021 Number of hours devoted: 4 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I will be part of a committee responsible for the planning of an outdoor fundraising event for the benefit of the Boy Scouts of America
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-19 |
| S66 | Uniform Combined State Law Examination | 2017-07-20 |
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