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Patrick D Sheelar

Countryside Financial LLC

Williamsville, NY

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Current Employers
Countryside Financial Llc

8600 Main Street, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-05
  • NY RA
    APPROVED
    Since 2025-08-05

Branch Locations

8600 Main Street, Williamsville, NY 14221 • 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
Royalton-Hartland Central School District Middleport NY 09/2013 06/2018
Sevenson Environmental Services, Inc. Niagara Falls NY 06/2015 09/2018
Niagara University Niagara NY 08/2018 05/2023
Sevenson Environmental Services, Inc Niagara Falls NY 09/2018 07/2023
Independent Contractor Middleport NY 09/2015 Present
Countryside Financial Ny Williamsville NY 07/2023 Present
Peak Brokerage Services, Llc Jupiter FL 07/2023 Present
Blackridge Asset Management, Llc Jupiter FL 11/2023 Present
Countryside Financial Llc Williamsville NY 07/2025 Present
  • 09/2013 → 06/2018
    Royalton-Hartland Central School District
    Middleport, NY
  • 06/2015 → 09/2018
    Sevenson Environmental Services, Inc.
    Niagara Falls, NY
  • 08/2018 → 05/2023
    Niagara University
    Niagara, NY
  • 09/2018 → 07/2023
    Sevenson Environmental Services, Inc
    Niagara Falls, NY
  • 09/2015 → Present
    Independent Contractor
    Middleport, NY
  • 07/2023 → Present
    Countryside Financial Ny
    Williamsville, NY
  • 07/2023 → Present
    Peak Brokerage Services, Llc
    Jupiter, FL
  • 11/2023 → Present
    Jupiter, FL
  • 07/2025 → Present
    Williamsville, NY
Previous Registrations
Other Businesses

1) Business Activity: Soccer Ref; Business Entity: Self employed; Address: Middleport, NY; Duties of position: Referee; Title: Referee; Start Date: 09/2015; Approx. # of hours per month spent on activity: 20 hours/month; Approx. # of hours spent during trading hours: 0. 2) Business Activity: Notary; Business Entity: Countryside Financial; Address: Williamsville, NY; Start Date: 02/2024; Title: Notary Public; Duties: Perform notary services for clients; how many hours do you engage during normal trading hours: 1 hour/month; how many hours do you engage in activity outside of trading hours: 1 hour/month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
  • S66 Uniform Combined State Law Examination
    2023-11-20
Designations

View on SEC IAPD

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