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1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-03 |
| NY | RA | APPROVED | 2023-03-29 |
Branch Locations
1345 Avenue Of The Americas 27Th Floor, New York, NY 10105 • United States
110 Allens Creek Rd. Suite 110, Rochester, NY 14618 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Investacorp | Miami Lakes | FL | 09/2002 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 12/2002 | 07/2020 |
| Securities America, Inc. | Rochester | NY | 07/2020 | 01/2023 |
| Securities America Advisors | Rochester | NY | 07/2020 | 01/2023 |
| Aegis Capital Corp | Rochester | NY | 01/2023 | Present |
LBW FAMILLY PROTECTION TRUST POSITION: Independent Trustee NATURE: I am an independent co trustee with premier trust as the administrative trustee. I handle investments, distribution approvals, client review meetings and provide for the family needs intended by the trust document. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/25/2011 ADDRESS: 110 Allens Creek Road, Rochester NY 14618, United States DESCRIPTION: I handle the investments and keep all monies invested except what may be needed for fees and annual distribution activities. RJW FAMILY PROTECTION TRUST POSITION: Independent Trustee NATURE: I am an independent co-trustee for an asset protection trust with premier trust as the administrative trustee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/25/2011 ADDRESS: 110 Allens Creek Road, Rochester NY 14618, United States DESCRIPTION: I handle the investments and keep all monies invested except what may be used for fees and annual distribution activities. Standard Integrity Wealth Management, LLC, DBA Trifiro Properties, LLC 110 Allens Creek Road, Rochester NY 14618; Investment Related, Real Estate; Single family rental property management; Owner; 10 hours per month devoted to business, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-23 |
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