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Jonathan Lupo

Fealty Group LLC

Niagara Falls, NY

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Current Employers
Fealty Group Llc

Niagara Falls, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-26
  • NY RA
    APPROVED
    Since 2023-06-26

Branch Locations

Niagara Falls, NY • 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
Gigi's Cucina Povera Buffalo NY 05/2017 08/2019
Merrill Lynch, Pierce, Fenner & Smith Inc. Syracuse NY 06/2017 09/2017
Aflac Auburn NY 05/2016 12/2016
Equitable Advisors Buffalo NY 05/2019 04/2022
M & T Bank Buffalo NY 04/2022 11/2023
Fealty Group Llc Niagara Falls NY 03/2023 Present
University At Buffalo Buffalo NY 01/2016 01/2019
  • 05/2017 → 08/2019
    Gigi's Cucina Povera
    Buffalo, NY
  • 06/2017 → 09/2017
    Merrill Lynch, Pierce, Fenner & Smith Inc.
    Syracuse, NY
  • 05/2016 → 12/2016
    Aflac
    Auburn, NY
  • 05/2019 → 04/2022
    Equitable Advisors
    Buffalo, NY
  • 04/2022 → 11/2023
    M & T Bank
    Buffalo, NY
  • 03/2023 → Present
    Fealty Group Llc
    Niagara Falls, NY
  • 01/2016 → 01/2019
    University At Buffalo
    Buffalo, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-05
S63 Uniform Securities Agent State Law Examination 2019-10-15
  • S66 Uniform Combined State Law Examination
    2022-11-05
  • S63 Uniform Securities Agent State Law Examination
    2019-10-15
Other Names
  • Jonathan Lupo
  • Jonathan Taylor Lupo

View on SEC IAPD

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