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101 Lang Boulevard, Grand Island, NY 14072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lytle Associates, Inc. | Grand Island | NY | 05/1975 | 12/2017 |
| Lytle Investments Services Corp. | Grand Island | NY | 03/1985 | Present |
| Osaic Wealth, Inc. | New York | NY | 06/1993 | Present |
| Summit Consultants & Advisors Llc | Niagara Falls | NY | 12/2009 | 12/2017 |
| Luap 0524, Llc(D/B/A Lytle Associates) | Grand Island | NY | 01/2018 | Present |
1. LUAP-0524 LLC, D/B/A LYTLE ASSOCIATES POSITION: Independent Contractor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2018 ADDRESS: 101 Lang Boulevard Grand Island, NY 14072, Grand Island NY 14072, United States DESCRIPTION: Sell group medical, dental, life & disability insurance, long term care, individual life insurance, fixed annuities. 2. LYTLE INVESTMENTS POSITION: Independent IAR NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2018 ADDRESS: 101 Lang Boulevard Grand Island, NY 14072 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: 23200 Whispering Ridge Dr., Estero FL 34135, United States DESCRIPTION: Trustee for my individual 401(k) account
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