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Buffalo, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Buffalo | NY | 04/2020 | 07/2024 |
| Primerica Financial Services | Buffalo | NY | 08/2012 | 07/2024 |
| Solidifi | Buffalo | NY | 06/2016 | 04/2017 |
| Brady | Buffalo | NY | 10/2017 | 06/2018 |
| Pfs Investments Inc. | Buffalo | NY | 12/2013 | 07/2024 |
| Tsi | Amherst | NY | 12/2020 | 12/2020 |
| Nyrvp, Llc | Amherst | NY | 08/2013 | 07/2024 |
| Swoon | Chicago | IL | 01/2021 | 04/2021 |
| Maus Software Llc | Tampa | FL | 04/2023 | 09/2025 |
| Clarity Advisors, Llc | East Amherst | NY | 02/2024 | Present |
| Maus Software, Llc | Tampa | FL | 01/2022 | 04/2023 |
| Pfs Investments Inc. | Buffalo | NY | 05/2015 | 04/2020 |
| Vanilla Technologies, Inc. | Salt Lake City | UT | 09/2025 | Present |
1) Sole proprietor; Not investment-related; 73 North Castlerock Lane, East Amherst, NY 14051; Insurance sales; Insurance agent; 10/2015; 10 hours/month devote 10 hours/month during securities trading hours; Insurance sales. 2) Vanilla Technologies, Inc.; Not investment-related; 310 S. Main St., Ste. 1000, Salt Lake City, UT 84101; Estate planning software; Account Executive; 9/2025; 10 hours/month devoted; 10 hours/month during securities trading hours; Software sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-15 |
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