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8600 Main Street, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2022 | 02/2023 |
| Suny University At Buffalo | Buffalo | NY | 06/2018 | 05/2022 |
| Ub Athletic Facilities | Buffalo | NY | 06/2019 | 02/2020 |
| Idle Hour Taxpayers Association Beach Club | Oakdale | NY | 06/2015 | 06/2018 |
| Connetquot High School | Oakdale | NY | 09/2014 | 06/2018 |
| Unemployed | Oakdale | NY | 06/2022 | 08/2022 |
| Peak Brokerage Services, Llc | Jupiter | FL | 06/2023 | Present |
| The Home Depot | Amherst | NY | 04/2023 | 06/2023 |
| Unemployed | Getzville | NY | 02/2023 | 04/2023 |
| Blackridge Asset Management | Jupiter | FL | 06/2023 | Present |
| Countryside Financial Llc | Williamsville | NY | 06/2025 | Present |
1) Business Activity: Volunteer Firefighter; Business Entity: Getzille Fire Co.; Address: Getzville, NY; Duties of position: respond to emergencies; Title: Firefighter; Start Date: 06/2023; Approx. # of hours per month spent on activity: 8; Approx. # of hours spent during trading hours: 0 2) Business Activity: Notary public; Not investment related, Countryside Financial; 8600 Main St. Suite 1, Williamsville, NY 14221 USA. 02/2024; 1 hour/month; 1 hour/month; Perform notarial acts for clients of Countryside Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
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