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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-19 |
| NY | RA | APPROVED | 2024-04-11 |
Branch Locations
350 Essjay Road Suite 300, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 01/2024 | Present |
| Pure Environments | Buffalo | NY | 04/2021 | 09/2023 |
| Hdm Hydraulics | Tonawanda | NY | 02/2019 | 04/2020 |
| Integer Holdings | Clarence | NY | 10/1995 | 07/2017 |
| Gerson Lehman Group | New York | NY | 01/2018 | 04/2024 |
| Guidepoint | New York | NY | 01/2018 | 04/2024 |
| Third Bridge | New York | NY | 01/2019 | 04/2024 |
| Self Emlpoyed | Williamsville | NY | 05/2018 | 08/2019 |
| Unemployed | Williamsville | NY | 08/2017 | 12/2017 |
| Sahktin First, Llc | New York | NY | 03/2024 | Present |
1. Consultant - Shatkin FIRST, LLC - 20 hours/month 2. Consultant - Gerson Lehman Group - 2 hours/month 3. Consultant - Third Bridge - 2 hours/month 4. Consultant - Guidepoint - 2 hours/month. 5. Tee It Up Retreat, LLC, Partner, Williamsville, NY 14221, 5 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-09 |
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