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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-22 |
Branch Locations
61 John Muir Dr. Ste. 100, Amherst, NY 14228 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2024 | Present |
| Santora's Pizza Pub & Grill | Williamsville | NY | 07/2020 | Present |
| Bamberleigh Retirement Community | Williamsville | NY | 10/2017 | 11/2020 |
| Suny Cortland | Cortland | NY | 08/2019 | 05/2023 |
| Student | Buffalo | NY | 01/2014 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
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