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Juliana C Janson

Buffalo First Wealth Management, LLC

Williamsville, NY

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Current Employers
Buffalo First Wealth Management, Llc

7606 Transit Rd, Suite 100, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-12-16
  • NY RA
    APPROVED
    Since 2022-12-16

Branch Locations

7606 Transit Rd, Suite 100, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buffalo First Wealth Management Williamsville NY 11/2021 Present
Trocaire College Buffalo NY 10/2020 08/2021
Buffalo Niagara Partnership Buffalo NY 10/2019 06/2020
Goodwill Of Wny Buffalo NY 07/2014 10/2019
Unemployment - Covid Buffalo NY 06/2020 10/2020
  • 11/2021 → Present
    Buffalo First Wealth Management
    Williamsville, NY
  • 10/2020 → 08/2021
    Trocaire College
    Buffalo, NY
  • 10/2019 → 06/2020
    Buffalo Niagara Partnership
    Buffalo, NY
  • 07/2014 → 10/2019
    Goodwill Of Wny
    Buffalo, NY
  • 06/2020 → 10/2020
    Unemployment - Covid
    Buffalo, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16

View on SEC IAPD

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