Ryan Flore

Current Employers

Employment History

• 06/2016 → 11/2017
  Cvm Electric
  Buffalo, NY
• 11/2017 → 05/2022
  Equitable Advisors, Llc
  New York, NY
• 05/2022 → Present
  Principal Life Insurance Company
  Amherst, NY
• 05/2022 → Present
  Principal Securities Inc
  Amherst, NY
• 02/2025 → Present
  American Elm Financial
  Amherst, NY

Previous Registrations

• 2018-07-10 → 2022-06-08
  Equitable Advisors, Llc
  Williamsville, NY

Other Businesses

**ART SERVICES INC POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 11/20/2020 ADDRESS: 7196 Rapids Road, Lockport NY 14094, United States DESCRIPTION: I am a board member of ASI. I attend semi-monthly meetings year-round which last from 60-120 minutes in length and then join executive session. We are responsible for guiding and influencing the strategic direction of the organization in an advisory role and provide oversight to their not for profit operation. I am not responsible for the assigning of grants, the writing of grants, or the approval of who receives grants. **INSURANCE POSITION: Outside Insurance Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/14/2022 ADDRESS: 100 Corporate Parkway, Suite 118, Amherst NY 14226, United States DESCRIPTION: Sale of Life, DI, Annuities, LTC, Health, Dental, Medicare & Medicaid Insurance through various carriers. **FLORE TO CEILING PROPERTIES, LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2023 ADDRESS: 7196 Rapids Road, Lockport NY 14094, United States DESCRIPTION: Owner of a rental property income LLC. We will own multi-family and single-family properties and maintain them while collecting rental income from tenants. **RJSJ NORTHEAST, LLC DBA CAREFREE BOAT CLUB OF BUFFALO AND D/B/A 716 BOATS POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2020 ADDRESS: 512 River Road, North Tonawanda NY 14120, United States DESCRIPTION: Additional website: rjsjnortheast.com & 716boats.com & carefreeboats.com. My title is co-owner or owner. I am a 25% stakeholder in a members-only boat club in which members pay a monthly subscription in order to utilize our fleet of new boats ranging from 18-28 feet in length. Boats will not be older than 3 years in fleet service. We have a small retail shop operation as well that sells ice, water, pop, shirts, sunscreen, and hats (typical and basic waterfront aligned goods). The customers are voluntary and long term (five year contracts) and vary, but are local to the eight counties of western New York. 6-15-2023 Update** Additionally, due to the volume of vessels we buy & sell, we have created an additional d/b/a titled "716 Boats" which will serve as our marine dealer name for the sale & consignment of boats & watercraft. I am in charge of our QuickBooks account and training members in basic water safety. **INSURANCE / American Elm Financial (DBA) POSITION: American Elm Financial NATURE: DI/A&H Insurance, Fee Based Financial Planning, Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/VA/VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2025 ADDRESS: 100 Corporate Pkwy, Ste 118, Amherst NY 14226, United States DESCRIPTION: DBA ESTABLISHED FOR THE PURPOSES OF BRANDING AND SOLICITING, AS A TEAM, THE SAME PRODUCTS AND SERVICES CURRENTLY OFFERED UNDER OUR PRINCIPAL SECURITIES REGISTRATION. WE WILL UTILIZE PPN, PSI, AND PRINCIPAL.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-06
• S63 Uniform Securities Agent State Law Examination
  2017-12-16

Other Names

• Ryan Flore
• Ryan Edward Flore