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6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-29 |
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 |
|---|---|---|---|---|
| Wny Asset Management, Llc | Williamsville | NY | 05/2026 | Present |
| Attica Hotel | Attica | NY | 07/2014 | 07/2017 |
| Geico Insurance | Getzville | NY | 07/2016 | 02/2017 |
| Citi Global Markets Inc | Getzville | NY | 03/2017 | 11/2018 |
| Arbor Realty Trust | Getzville | NY | 12/2018 | 10/2021 |
| Wny Asset Management, Llc | Williamsville | NY | 11/2021 | Present |
| Lpl Financial | Williamsville | NY | 12/2021 | Present |
1. 11/25/2025-260 Terrace Blvd Depew, NY 14043-Real Estate Rental-Inv Rel-Depew NY-05/01/2023. 2. 12/10/2025 - WNY Asset Management LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 11/01/2021 - 160 hours per month/ 8 hours during trading - I provide administrative support to WNY Asset Management LLC, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-01 |
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