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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
2710 North Forest Road Suite 405, Getzville, NY 14068-1597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mary Kay Cosmetics | Lockport | NY | 09/2008 | 05/2022 |
| New York Life Insurance Co | Williamsville | NY | 12/2013 | Present |
| Nylife Securities Llc | Williamsville | NY | 02/2014 | Present |
| Eagle Strategies Llc | Lockport | NY | 03/2014 | Present |
| Weller, Rusert And Stoll, Llc | Lockport | NY | 09/2016 | 05/2017 |
| Longevity Financial | Amherst | NY | 09/2018 | Present |
| Clarity Group, Inc. | Amherst | NY | 05/2019 | Present |
[Town Square for Aging; Not-for-profit serving the needs of the aging population of Western New York; 1412 Sweet Home Rd, Amherst, NY 14228; Start Date 08/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LONGEVITY FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; AMHERST, NY; START DATE: 09/2018] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1412 Sweet Home Rd, Suite 11, Amherst, NY 14228; Start Date 07/2009; Role/Title: Independent Contractor; Investment Related; 45 hours per month; 45 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CLARITY GROUP, INC. FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; AMHERST, NY; START DATE: 05/2019] [Center for Entrepreneurial Leadership (CEL) Alumni Association; CEL is a leadership education program through the University at Buffalo. The organization hosts education and networking programs for business leaders.; 77 Goodell St, Buffalo, NY 14203; Start Date 06/2020; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours;As a member of the Alumni group, I would participate in Boar meetings and be asked to join committees to promote fundraising events. I expect to be asked to participate in events that encourage participation in future classes; secretary]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-24 |
| S66 | Uniform Combined State Law Examination | 2009-08-25 |
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