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600 Airborne Pkwy Suite #120, Buffalo, NY 14225 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-20 |
Branch Locations
600 Airborne Pkwy Suite #120 Fax # 716-849-0144, Buffalo, NY 14225 • UNITED STATES
1350 One M&T Plaza, Buffalo, NY 14203-2396 • 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 |
|---|---|---|---|---|
| Trubee, Collins & Co., Inc. | Buffalo | NY | 04/1988 | Present |
INVESTMENT ANALYTICS INC. IS AN INVESTMENT CONSULTING SERVICE LOCATED AT 600 AIRBORNE PKWY, SUITE 120, BUFFALO, NY 14225. MICHAEL F SHEETS, PRESIDENT SINCE 1997. DEVOTES 20 HOURS PER MONTH TO BUSINESS AND 12 HOURS PER MONTH DURING TRADING HOURS. DUTIES INCLUDE INVESTMENT POLICY ANALYSIS, ASSET ALLOCATION STRATEGY, MANAGER SEARCH AND SELECTION, PERFORMANCE EVALUATION Concerned Citizens for the Preservation of Eden - Not investment related, located at 9650 Knoll Rd, Eden, NY 14057. Social organization to preserve farmland in Eden, NY, Treasurer, Start date of 10/24/2024.. Zero hours during trading hours, Few hours during the month outside of trading hours. Duties are to help preserve farmland in Eden, NY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-21 |
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