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7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-29 |
Branch Locations
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| United Planners' Financial Services Of America | Williamsville | NY | 01/2006 | 12/2017 |
| Trueman & Malin Wealth Management | Amherst | NY | 02/1978 | Present |
| Collegium Resources, Inc. | Amherst | NY | 01/2010 | Present |
| James Trueman - Independent Insurance | Amherst | NY | 02/2006 | Present |
| Trueman Wealth Mgt. Ltd. | Amherst | NY | 10/2006 | Present |
| Bwm Advisory, Llc | Williamsville | NY | 12/2017 | Present |
| Bwm Advisory, Llc | Williamsville | NY | 03/2020 | Present |
1)JAMES TRUEMAN INDEPENDENT AGENT - AGENT/REP - INSURANCE AND FINANCIAL SERVICES - SINCE 02/2006 - AMHERST, NY.---
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-17 |
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