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Current Employers
Trubee Wealth Advisors, Inc.

600 Airborne Pkwy Suite #120, Buffalo, NY 14225 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-25
  • NY RA
    APPROVED
    Since 2021-03-25

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trubee, Collins & Co., Inc. Buffalo NY 02/1987 Present
  • 02/1987 → Present
    Trubee, Collins & Co., Inc.
    Buffalo, NY
Other Businesses

Program Director of Lounsbury Adaptive Org. An organization to enable students with a wide variety of disabilities to enjoy skiing. Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-27
S63 Uniform Securities Agent State Law Examination 1992-08-27
  • S65 Uniform Investment Adviser Law Examination
    2001-03-27
  • S63 Uniform Securities Agent State Law Examination
    1992-08-27

View on SEC IAPD

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