Robert Anthony Ervolina

Current Employers

Employment History

• 01/2011 → 09/2023
  Lifetime Wealth Management Group, Inc.
  Cheektowaga, NY
• 11/2012 → 10/2017
  National Planning Corporation
  Cheektowaga, NY
• 10/2017 → 08/2023
  Securities America, Inc.
  Cheektowaga, NY
• 10/2017 → 08/2023
  Securities America Advisors, Inc.
  Cheektowaga, NY
• 06/2018 → 01/2021
  Leaky Waders, Llc
  Island Park, ID
• 08/2023 → 09/2025
  Avantax Investment Services Inc.
  Cheektowaga, NY
• 08/2023 → 09/2025
  Avantax Advisory Services
  Cheektowaga, NY
• 08/2023 → 09/2025
  Avantax Insurance Agency, Llc
  Cheektowaga, NY
• 01/2011 → Present
  Lifetime Wealth Management Group, Inc.
  Cheektowaga, NY
• 07/2023 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Buffalo, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Lifetime Wealth Management, An Affiliate Of Lumsden Mccormick
  Cheektowaga, NY

Previous Registrations

• 2023-08-01 → 2025-09-05
  Avantax Advisory Services
  Cheektowaga, NY
• 2017-10-18 → 2023-08-06
  Securities America Advisors, Inc.
  Cheektowaga, NY
• 2014-05-12 → 2017-10-24
  National Planning Corporation
  Rochester, NY
  Cheektowaga, NY
  El Segundo, CA

Other Businesses

1) LEAKY WADERS LLC POSITION: Sole member NATURE: inactive entity INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2018 ADDRESS: 5435 Widgeon Road, Island Park ID 83452, United States DESCRIPTION: no responsibilities-this is an inactive entity 2) LIFETIME WEALTH MANAGEMENT GROUP, INC. POSITION: CEO NATURE: financial planning, estate planning, retirement planning, investment planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/25/2011 ADDRESS: 2562 Walden Ave. Suite 101, Cheektowaga NY 14225, United States DESCRIPTION: Asset management, risk management, retirement planning, distribution planning, portfolio management 3) R. JAMES BEALER RLT POSITION: Trustee NATURE: My grandfather died 12/13/22. I am the sole trustee of his estate. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2022 ADDRESS: 106 Woodbridge Ave, Buffalo NY 14214, United States DESCRIPTION: Estate tax filings, sale of home, disbursement of funds to beneficiaries, general wrapping up of estate. 4) NATIONAL LIFE POSITION: Agent NATURE: My client was declined by Prudential and rated by other insurers. Fortunately, Aimco was able to find National Life who rated him standard. This has already been preliminarily approved by Jason Allen. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/04/2024 ADDRESS: 2562 Walden Ave, Suite 101, Cheektowaga NY 14225, United States DESCRIPTION: Selling a term policy to a client who needs life insurance for family protection. 5) NAME OF OTHER BUSINESS: LIFETIME WEALTH MANAGEMENT, AN AFFILIATE OF LUMSDEN MCCORMICK; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2014-05-09
• S65 Uniform Investment Adviser Law Examination
  1999-11-05
• S63 Uniform Securities Agent State Law Examination
  1999-05-24

Other Names

• Robert A Ervolina
• Robert Ervolina
• Bob Ervolina