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40 S. Main St. Suite 1600, Memphis, TN 38103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-06 |
| NY | RA | APPROVED | 2021-06-23 |
| TX | RA | APPROVED_RES | 2020-09-14 |
Branch Locations
726 Exchange Street Suite 505, Buffalo, NY 14210 • United States
Fort Meyers, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| United Advisors Services, Llc | Buffalo | NY | 07/2013 | 09/2020 |
| National Asset Management | Buffalo | NY | 09/2020 | 07/2022 |
| B. Riley Wealth Advisors, Inc | Memphis | TN | 07/2022 | Present |
(1) CAM BUFFALO, LLC D/B/A CONSILIENCE ASSET MANAGEMENT, D/B/A FOR INVESTMENT ADVISORY BUSINESS, PARTNER, BUFFALO, NY, START 2013, 160 HRS PER MONTH...(2) IVAN KIREEVSKII POET, AUTHOR, START 2013,BUFFALO, NY, 45 HRS PER MONTH, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
| S65 | Uniform Investment Adviser Law Examination | 1991-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-20 |
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