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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
300 Airborne Parkway Suite 216, Cheektowaga, NY 14225 • United States
Lancaster, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Buffalo | NY | 06/2015 | 06/2019 |
| Foresters Advisory Services | Cheektowaga | NY | 04/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Cheektowaga | NY | 06/2019 | Present |
1. JV FOOTBALL COACH; 10-15 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-03 |
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