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6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-04 |
Branch Locations
6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Getzville | NY | 02/2010 | 08/2019 |
| Citigroup | Getzville | NY | 03/2020 | 08/2021 |
| Amazon | Lancaster | NY | 01/2020 | 03/2020 |
| Unemployed | Buffalo | NY | 08/2019 | 01/2020 |
| Cadaret Grant & Co., Inc. | Williamsville | NY | 08/2021 | 07/2025 |
| Wny Asset Management, Llc | Williamsville | NY | 01/2022 | Present |
| Wny Asset Management, Llc | Williamsville | NY | 08/2021 | Present |
| Lpl Financial Llc | Williamsville | NY | 07/2025 | Present |
1 - 07/2025 - Specific Solutions - Non-Variable Insurance - Inv Related - 1 Hour/Month - 1 Hour During Trading - Buffalo, NY - OBA Start Date: 03/17/2022. 2 - 07/2025 - WNY Asset Management, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 120 Hours During Trading - At reported business location(s). 3 - 07/2025 - (Hybrid) WNY Asset Management, LLC - Registered Investment Advisor - Inv Related - 160 Hours/Month - 120 Hours During Trading - OBA Start Date: 02/04/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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