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Ziad S Wehbe

Balfour Capital Management

Rochester, NY

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Current Employers
Balfour Capital Management

Rochester, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-04
  • NY RA
    APPROVED
    Since 2021-10-04

Branch Locations

Rochester, 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
Principal Life Ins Co Rochester NY 08/2011 Present
Royal Alliance Fairport NY 11/2012 Present
Balfour Capital, Llc Rochester NY 12/2017 Present
  • 08/2011 → Present
    Principal Life Ins Co
    Rochester, NY
  • 11/2012 → Present
    Royal Alliance
    Fairport, NY
  • 12/2017 → Present
    Balfour Capital, Llc
    Rochester, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-09
  • S66 Uniform Combined State Law Examination
    2010-06-09
Other Names
  • Ziad Wehbe

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