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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| NY | RA | APPROVED | 2023-07-19 |
Branch Locations
2372 Sweet Home Rd Suite 6, Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co. | Amherst | NY | 08/2022 | Present |
| Mml Investors Services, Llc | Amherst | NY | 01/2023 | Present |
| Freed Maxick Cpa's | Buffalo | NY | 10/2021 | 03/2022 |
| Delaware North | Buffalo | NY | 05/2019 | 04/2020 |
| Sodexo | Cheektowaga | NY | 07/2018 | 03/2019 |
| Sportsplex Inc | North Tonawanda | NY | 11/2016 | 05/2018 |
| Ace Flag Company | Depew | NY | 05/2017 | 05/2018 |
| Juzy Llc | Buffalo | NY | 06/2017 | Present |
| University At Buffalo | Buffalo | NY | 08/2016 | 05/2021 |
1)NAME: CORNER KITS ( JUZY LLC), INV REL:N ADDR: @RESIDENTIAL ADDRESS ON FILE, NATURE: RETAIL SALES.CUSTOM DYE SUBLIMATED SOCCER JERSEYS, POSITION:OWNER, START: 08/01/2017, NO HR/MO:10 NO HR/MO DUR TRADING:0 DUTIES:SALES, DESIGN, FULFILLMENT OF ORDERS. 2)NAME:JUSZCZAK TAX ( JUZY LLC) INV REL:Y ADDR: 2372 SWEET HOME RD, STE 6, AMHERST NY 14228, NATURE: PERSONAL TAX RETURNS, POSITION: TAX RETURN PREPARER, START: 01/01/2023, NO HR/MO:20 HR/MO DUR TRADING:0, DUTIES: PREPARE AND SUBMIT TAX RETURNS FOR INDIVIDUALS. 3)NAME: SUMMIT ADVISORY SERVICES LLC, INV REL: Y ADDR: 2372 SWEET HOME ROAD STE 6, AHMERST NY 14228 NATURE: INVESTMENT AND INSURANCE SERVICES, POSITION:INVESTMENT ADVISORY REPRESENTATIVE, START: 1/1/2024, NO HR/MO: 160 NO HR/O DUR TRADING:140 DUTIES: PROFESSIONAL INVESTMENT ADVISOR/SALES, INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-11 |
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