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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-19 |
| SC | RA | APPROVED | 2010-04-27 |
| CT | RA | APPROVED | 2007-08-31 |
| TX | RA | APPROVED_RES | 1986-06-27 |
Branch Locations
50 Fountain Plz, Buffalo, NY 14202 • United States
Hilton Head, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 05/1980 | Present |
| Bank Of America, N.A. | Buffalo | NY | 04/2017 | Present |
I*129589 For profit or not for profit: For-Profit Organization Name of outside business organization: 2020 Zoar LLC Investment related: Address of business: Springville, New York 14141 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 1/30/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: an LLC made up of myself and my wife (Roger and Arla Wible) and my son and daughter in law (Boyd and Dawn Wible) to buy a building and convert it to a cricket farm and bakery for cricket bars. 25% ownership each
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-25 |
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