Sara Magill Dayton

Current Employers

Employment History

• 07/1998 → Present
  Lumsden & Mccormick, Llp
  Buffalo, NY
• 06/2014 → 10/2019
  1St Global Capital Corp
  Buffalo, NY
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Buffalo, NY
• 10/2019 → 09/2025
  Avantax Advisory Services
  Buffalo, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Buffalo, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2025 → Present
  Skal Llc
  Buffalo, NY
• 11/2025 → Present
  Lifetime Wealth Management, An Affiliate Of Lumsden Mccormick
  Buffalo, NY

Previous Registrations

• 2021-09-08 → 2025-09-05
  Avantax Advisory Services
  Buffalo, NY
  Buffalo, NY
  Dallas, TX
  Buffalo, NY

Other Businesses

1) LUMSDEN & MCCORMICK FINANCIAL SERVICES, LLC POSITION: PARTNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: Cyclorama Bldg., Buffalo NY 14202, United States DESCRIPTION: A FINANCIAL SERVICES FIRM OWNED BY LUMSDEN & MCCORMICK, LLP, OF WHICH I AM A PARTNER. REFERRING SECURITIES BUSINESS TO LMFS ADVISORS 2) BUFFALO-ERIE MARATHON ASSOCIATION INC POSITION: Board Treasurer NATURE: I serve on the Board of this organization, which is a 501(c)(3) charity that raises money from its annual Marathon, Half-Marathon, and other races typically held over Memorial Day weekend. Effective 11/16/2021 I have been elected Board Treasurer. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2021 ADDRESS: PO Box 845, Amherst NY 14226, United States DESCRIPTION: I am a new Board member and, along with all other Board members, am responsible for reviewing the financial activities of the organization and assisting with race planning, fundraising, and recruitment of volunteers. Because of my knowledge as a CPA, I will also be assisting in review of the books and records, which are maintained by our Bookkeeper. Effective 11/16/2021, I now also have check-writing authority, along with our Executive Director. 3) NAME OF OTHER BUSINESS: SKAL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT COMPANY IS RESPONSIBLE FOR MANAGING THE RENTAL ACTIVITY;

Exams

• S66 Uniform Combined State Law Examination
  2014-08-11

Other Names

• Sara Magill