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Current Employers
Silver Grove Advisory Services

400 Sterling Drive, Orchard Park, NY 14127 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-07-11
  • NY RA
    APPROVED
    Since 2023-07-11

Branch Locations

400 Sterling Drive, Orchard Park, NY 14127 • 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
Invest Financial Corp. Tampa FL 07/2012 10/2016
Community Bank Dunkirk NY 07/2012 10/2016
Evans Bank Hamburg NY 10/2016 06/2019
Lpl Financial Llc Hamburg NY 10/2016 06/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jamestown NY 06/2019 07/2023
Bank Of America, N.A. Jamestown NY 07/2019 07/2023
Lpl Financial Llc Fredonia NY 07/2023 Present
Silver Grove Advisory Services Orchard Park NY 07/2023 Present
Merrill Lynch Wealth Management Jamestown NY 07/2019 07/2023
Previous Registrations
Other Businesses

1) 07/10/2023 - Silver Grove Financial Group Inc / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hrs per month 2) 07/17/2023 - Silver Grove Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 7/12/2023 - 160 Hours Per Month/ 8 Hours During Trading - Time Spent 100% - I provide investment advisory services through Silver Grove Financial Group, Inc, an independent investment advisor firm. I started this business activity in 07/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 9/11/2023: PROSPERITY CAPITAL WEALTH MANAGEMENT, LLC; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 8/21/2023; 100 hrs/mo.; 6hrs during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-06
  • S66 Uniform Combined State Law Examination
    2011-01-06
Other Names
  • Kyle A Leikam

View on SEC IAPD

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