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Orchard Park, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Level Financial Advisors, Inc. | East Amherst | NY | 11/2014 | 11/2024 |
| Free Time Financial Llc | Orchard Park | NY | 01/2025 | Present |
| Unemployed | Orchard Park | NY | 12/2024 | 01/2025 |
the name of the other business; Financial Planning Association of Western New York (FPA) whether the business is investment-related; investment related the address of the other business; P.O. Box 368 Amherst NY 14226 the nature of the other business; Non Profit Membership Association your position; title, or relationship with the other business; Board Member the start date of your relationship; Sept 2016 the approximate number of hours/month you devote to the other business; 3 hours a month the number of hours you devote to the other business during securities trading hours; 3 hours a month and briefly describe your duties relating to the other business; Board Member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-19 |
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