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1825 Maple Road Suite 240, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-14 |
Branch Locations
3 Railroad Street, Suite 1, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Amherst | NY | 07/2022 | 10/2025 |
| Main Street Cafe Mendon, Llc | Mendon | NY | 08/2021 | 07/2022 |
| Keys Energy Of New York, Llc | Palmyra | NY | 01/2019 | 08/2021 |
| Finger Lakes Service Group, Inc | Fairport | NY | 03/2017 | 06/2018 |
| Suny College At Brockport | Brockport | NY | 12/2014 | 12/2016 |
| The Pizza Chef | Fairport | NY | 08/2014 | 01/2019 |
| Fairport Central School District - Facilities | Fairport | NY | 07/2017 | 08/2017 |
| Florian Financial Group, Llc | Amherst | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-15 |
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