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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-02 |
Branch Locations
11157 Alexander Rd, Attica, NY 14011 • United States
6430 Transit Rd. Ste. 100, Depew, NY 14043 • United States
2382 Ny-19, Warsaw, NY 14569 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Clarence | NY | 03/2014 | 01/2017 |
| Prudential Insurance Company Of America | Clarence | NY | 03/2014 | 01/2017 |
| Next Financial Group, Inc. | Houston | TX | 01/2017 | 08/2022 |
| Securities America, Inc. | Depew | NY | 08/2022 | 06/2024 |
| Securities America Advisors | Depew | NY | 08/2022 | 06/2024 |
| Osaic Wealth, Inc. | Depew | NY | 06/2024 | 09/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2025 | Present |
1. REAL ESTATE, 6430 Transit Rd. Suite 100, Depew NY 14086, United States, 07/01/2025, Owner, Renting extra office to a Medicare representative, NIR, 1 HR/MO - 1 HR/MO TRADING 2. ATTAIN WEALTH PLANNING, 6430 Transit Rd. Suite 100, Depew NY 14086, United States, 07/30/2024, Owner, DBA Name, INV REL, 180 HR/MO - 160 HR/MO TRADING 3. ATTAIN WEALTH PLANNING, 6430 Transit Rd. Suite 100, Depew NY 14086, United States, 01/01/2017, Broker, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 5 HR/MO TRADING 4. LANCASTER SCHOOL BOARD, 177 Central Ave, Lancaster, NY 14086, 04/2023, Vice President, Local School Board, NIR, 10 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-02 |
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