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Jeffrey Michael Arber

Triple Play Planning, LLC

Amherst, NY

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Current Employers
Triple Play Planning, Llc

Amherst, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-05
  • NY RA
    APPROVED
    Since 2024-02-05

Branch Locations

Amherst, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Williamsville NY 11/2014 01/2024
Private Advisor Group Williamsville NY 03/2016 01/2024
Triple Play Planning, Llc Amherst NY 10/2023 Present
  • 11/2014 → 01/2024
    Lpl Financial, Llc
    Williamsville, NY
  • 03/2016 → 01/2024
    Private Advisor Group
    Williamsville, NY
  • 10/2023 → Present
    Triple Play Planning, Llc
    Amherst, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-03-20
  • S63 Uniform Securities Agent State Law Examination
    2009-03-20
Designations

View on SEC IAPD

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