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66 Husdson Boulevard East, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-07 |
| NY | RA | APPROVED | 2025-01-07 |
Branch Locations
239 Van Rensselaer Street Floor 2, Buffalo, NY 14210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa | Buffalo | NY | 09/2005 | 04/2021 |
| Global Retirement Partners, Llc | San Rafael | CA | 05/2021 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 11/2021 | 04/2022 |
| Hsbc Securities (Usa) Inc. | Buffalo | NY | 04/2022 | 11/2023 |
| Hsbc Bank Usa, N.A. | Buffalo | NY | 04/2022 | 11/2023 |
| Valic Financial Advisors, Inc. | Nashua | NH | 11/2023 | 12/2023 |
| Agia | Houston | TX | 11/2023 | 12/2023 |
| Ameriprise Financial Services, Llc | Cheektowaga | NY | 12/2023 | 12/2024 |
| Hsbc Bank Usa, N.A. | Buffalo | NY | 12/2024 | Present |
| Hsbc Securities (Usa) Inc. | Buffalo | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-12 |
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