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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L&M Wealth Management | Buffalo | NY | 09/2024 | Present |
| Michigan State University | East Lansing | MI | 08/2020 | 06/2024 |
| Williamsville North High School | Buffalo | NY | 09/2016 | 07/2020 |
| Unemployed | Buffalo | NY | 06/2024 | 09/2024 |
| Osaic Wealth, Inc. | Amherst | NY | 11/2025 | Present |
1. WILLIAMSVILLE NORTH HIGH SCHOOL HOCKEY POSITION: Assistant Coach NATURE: High School hockey team INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 11/04/2024 ADDRESS: 1595 Hopkins Rd, East Amherst NY 14221, United States DESCRIPTION: I am the assistant coach of a high school hockey team. I help run practices weeks days from 4:30-5:30 and help coach games on weekends or weekday nights. Helping High Schoolers develop their game of hockey 2.EMPLOYEE OF THE FIRM L&M WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: Registered Assistant, employee of the firm L&M Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 11/17/2025 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226, United States DESCRIPTION: Registered Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-05 |
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