David D Jarosz

Current Employers

Employment History

• 01/2003 → 10/2017
  Morlock & Company Llc
  Williamsville, NY
• 08/2004 → Present
  Cadaret, Grant & Co., Inc.
  Williamsville, NY
• 10/2017 → Present
  Wny Asset Management, Llc
  Williamsville, NY
• 08/2004 → 10/2017
  Morlock & Company, Llc
  Williamsville, NY
• 08/2023 → 07/2025
  Cadaret, Grant & Co., Inc.
  Ft Meyers, FL
• 08/2023 → Present
  Wny Asset Management, Llc
  Fort Myers, FL
• 10/2017 → Present
  Wny Asset Management
  Williamsville, NY
• 07/2025 → Present
  Lpl Financial Llc
  Ft Meyers, FL

Previous Registrations

• 2021-05-04 → 2021-12-31
  Cadaret, Grant & Co., Inc.
  Orchard Park, NY
  Williamsville, NY
  Williamsville, NY
  Williamsville, NY
  Ft Meyers, FL

Other Businesses

1- 07/2025 - Specific Solutions - Non-Variable Insurance - Investment Related - At Reported Business Location(s) -Start Date 10/09/2017 - 0 hours per month/ during trading 2- 07/2025 - WNY Asset Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) -Start Date 10/09/2017 - 0 hours per month/ during trading 3- 0718//2025 - WNY Asset Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) -Start Date 10/01/2025 - 0 hours per month/ during trading - I provide investment advisory services through WNY Asset Management, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-20
• S63 Uniform Securities Agent State Law Examination
  1995-07-24

Other Names

• David D Jarosz
• David Daniel Jarosz