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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-27 |
Branch Locations
One Bausch & Lomb Place Suite 900, Rochester, NY 14604 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westminster Consulting | Rochester | NY | 11/2014 | 03/2021 |
| Lawley Retirement Advisors, Llc | Buffalo | NY | 06/2023 | 04/2025 |
| Lawley, Llc | Buffalo | NY | 04/2023 | 04/2025 |
| Digital Insurance D/B/A Onedigital | Rochester | NY | 04/2021 | 04/2023 |
| Modern Wealth Management, Llc | Lenexa | KS | 04/2025 | Present |
| Osaic Wealth, Inc. | Buffalo | NY | 04/2023 | 04/2025 |
| Georgetown Lawley Group, Llc | Buffalo | NY | 04/2023 | 04/2025 |
1) ROLAND SALMI / REAL ESTATE RENTAL/ INVESTMENT RELATED /66 JERSEY STREET, ROCHESTER,NY 14609/ 04/28/2025/ LANDLORD/ NO BUSINESS CONDUCTED DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-11 |
| S66 | Uniform Combined State Law Examination | 2013-07-30 |
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