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8600 Main Street, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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