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East Aurora, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-31 |
Branch Locations
50 Fountain Plaza Suite 1400, Buffalo, NY 14202 • United States
Lithia, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Buffalo | NY | 02/2013 | 06/2018 |
| M&T Bank | Buffalo | NY | 09/2012 | 06/2018 |
| Garrison Murphy Wealth Management, Llc | Orchard Park | NY | 06/2018 | Present |
| M&T Securities Inc. | Buffalo | NY | 04/2013 | 06/2018 |
1) Buffalo Center for Arts and Technology (BCAT); Not investment-related; 1221 Main St, Buffalo, NY 14209; BCAT is a Non-profit organization with a two-fold mission and offers two high quality tuition-free programs under one roof: The Youth Arts Program (YAP) and the Adult Workforce Program (AWP); Originally Board Member, Audit Committee Chair (Start date: 1/2017); Appointment to Treasurer (5/2025), now part of the Board's Executive Committee; 3 hours/mo; rarely any, but sometimes an hour or two per month; As Audit Committee Chair of this community organization, I coordinate our Audit Committee and help to provide financial oversight and direction. 2) WNY Women's Foundation; Not investment-related; 742 Delaware Ave, Buffalo, NY 14209; Non-profit organization to drive solutions to advance gender equity and move WNY forward; Board Member; Audit Committee Chair; 3/2021; 2 hours/mo; rarely any, but sometimes an hour or two per month; As Audit Committee Chair of this community organization, I coordinate our Audit Committee and help to provide financial oversight and direction. 3) Buffalo Philharmonic Orchestra Board; Not Investment-related; 786 Delaware Ave Buffalo, NY 14209; NFP Board Trustee; 10/2023; 2 hours/mo; rarely any, but sometimes an hour or two per month. 4) Community Foundation for Greater Buffalo; This NFP is a Community Foundation and has significant investment activity related to management of endowment and board-designated funds as well as Donor Advised Funds (DAFs) - I am an appointed member of the Investment Committee; 726 Exchange Street, Suite 525, Buffalo, NY 14210; Nonprofit Community Foundation; BOD Trustee and Investment Committee Member; Finance Committee as well; January 1, 2026; 4 hours/month; 2 hours/month during securities trading hours; Serve as member of the BOD in an oversight capacity and serve on Finance and Investment Committees relative to oversight of those specific focus areas of the Foundation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-02 |
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