Mary N Kuehn

Current Employers

Employment History

• 08/2013 → 12/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2013 → 12/2017
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2007 → 11/2019
  Spectrum Wealth Management
  Amherst, NY
• 12/2017 → 11/2019
  Cadaret, Grant & Co., Inc.
  Amherst, NY
• 11/2019 → 01/2020
  Commonwealth Financial Network
  Waltham, MA
• 11/2019 → 12/2019
  Connor Wealth Management
  Lockport, NY
• 12/2019 → 01/2020
  Clarion Wealth Management Partners
  Fairfax, VA
• 06/2020 → 07/2020
  Investacorp
  Miami, FL
• 06/2020 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 03/2020 → Present
  Financial Education Resources
  Williamsville, NY
• 01/2020 → 03/2020
  Unemployed
  Lockport, NY
• 07/2020 → 06/2024
  Securities America, Inc.
  Williamsville, NY
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Williamsville, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Williamsville, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Williamsville, NY

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Williamsville, NY
• 2020-06-04 → 2020-07-17
  Investacorp Advisory Services Inc
  Williamsville, NY
• 2017-12-15 → 2019-09-10
  Cadaret, Grant & Co., Inc.
  Amherst, NY
  Williamsville, NY
• 2013-08-06 → 2017-12-14
  Cambridge Investment Research Advisors, Inc.
  Amherst, NY
• 2013-02-27 → 2013-08-07
  Wall Street Financial Group, Inc.
  Hamburg, NY
  Amherst, NY
  Victor, NY

Other Businesses

Financial Education Resources -Investment Related/Non-Investment Related, Conducted from 388 Evans St Williamsville, NY 14221. The nature of the Outside Business Activity (OBA) is Financial planning/Investments, my position in the organization is Admin Assistant, the duties of this position are Assist Representative doing administration, paperwork,contacting clients as directed, answer phones, schedule appointments. Will place trades & discuss investments after lic transfers. 03/24/2020 was the start of the relationship with the other business and 160 hours are devoted to the other business per week and 8 of hours are devoted to the other business during securities trading hours per month. Mary Kuehn -Non-Investment Related, Conducted from 4229 Plank Rd Lockport, NY 14094. The nature of the Outside Business Activity (OBA) is termlife, UL insurance sales, my position in the organization is owner, the duties of this position are occasional sale of life insurance to family members. 12/1/2000 was the start of the relationship with the other business and 2 hours are devoted to the other business per week and 0 of hours are devoted to the other business during securities trading hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-25
• S63 Uniform Securities Agent State Law Examination
  2000-09-30

Other Names

• Mary A Kuehn
• Mary N Kuehn
• Mary Kuehn