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101 Lang Boulevard, Grand Island, NY 14072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lytle Associates Inc. | Grand Island | NY | 07/1974 | 12/2017 |
| Lytle Investment Services Corp. | Grand Island | NY | 03/1985 | Present |
| Royal Alliance Associates, Inc. | Grand Island | NY | 01/1992 | 06/2023 |
| Summit Consultants & Advisors, Llc | Niagara Falls | NY | 12/2009 | 12/2017 |
| Mot, Llc(D/B/A Lytle Associates) | Grand Island | NY | 01/2018 | Present |
| Osaic Wealth, Inc | Grand Island | NY | 06/2023 | Present |
1) MOT, LLC D/B/A/LYTLE ASSOCIATES POSITION: Independent Contractor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 101 Lang Boulevard, Grand Island NY 14072, United States DESCRIPTION: sell group medical, dental, life & disability insurance and individual life insurance, long term care and fixed annuities. 2) LYTLE INVESTMENTS POSITION: Independent Investment Advisory Representative NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2018 ADDRESS: 101 Lang Boulevard Grand Island, NY 14072, Grand Island NY 14072, United States DESCRIPTION: manage client investments 3)TRUSTEE POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 4209 Lower River Road, Youngstown NY 14174, United States DESCRIPTION: Trustee 4) EXECUTOR POSITION: Executor NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2022 ADDRESS: 4209 Lower River Rd., Youngstown NY 14174, United States DESCRIPTION: executor duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-20 |
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