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6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-28 |
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 |
|---|---|---|---|---|
| Canisius College | Buffalo | NY | 08/2016 | 12/2019 |
| Goldberg Segalla | Buffalo | NY | 05/2017 | 08/2017 |
| The Martin Group | Buffalo | NY | 01/2018 | 08/2018 |
| Buffalo Bills | Orchard Park | NY | 08/2018 | 01/2019 |
| Brown Security Solutions | Hamburg | NY | 09/2018 | 01/2019 |
| Pegula Sports & Entertainment | Buffalo | NY | 03/2019 | 12/2019 |
| Jim's Fries | Hamburg | NY | 06/2015 | 08/2020 |
| Hickory Hill Swim & Tennis Club | Orchard Park | NY | 06/2014 | 09/2018 |
| Orchard Park Country Club | Orchard Park | NY | 06/2019 | 09/2019 |
| Taste Of Country | Buffalo | NY | 06/2022 | 06/2022 |
| Aleron | Buffalo | NY | 01/2020 | 04/2022 |
| Sandhill Investment Management | Buffalo | NY | 04/2022 | 09/2024 |
| Sandhill Investment Management | Buffalo | NY | 09/2024 | 01/2025 |
| Wny Asset Management, Llc | Williamsville | NY | 01/2025 | Present |
| Cadaret, Grant & Co., Inc. | Williamsville | NY | 01/2025 | 07/2025 |
| Lpl Financial | Williamsville | NY | 01/2025 | Present |
1- 11/2025 / Wny Asset Management LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / Williamsville, NY / Start date: 10/30/2025 2- 01/02/2026 - Wny Asset Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/30/2025 - 160 hours per month/ 8 hours during trading - I provide investment advisory services through WNY Asset Management, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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 | 2026-01-31 |
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