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Lori Ann Van Dusen

Lvw Advisors, LLC

Pittsford, NY

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Current Employers
Lvw Advisors, Llc

67B Monroe Avenue, Pittsford, NY 14534 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-19
  • NY RA
    APPROVED
    Since 2021-08-19

Branch Locations

67B Monroe Avenue, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lvw Advisors Llc Pittsford NY 10/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-04-09
S63 Uniform Securities Agent State Law Examination 1986-09-25
  • S65 Uniform Investment Adviser Law Examination
    1992-04-09
  • S63 Uniform Securities Agent State Law Examination
    1986-09-25
Other Names
  • Lori Ann Vandusen
  • Lori Ann Boillat
  • Lori Ann Vandusen

View on SEC IAPD

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Matthew A Kilmer
Matthew M Matteson
Jason R Alexander
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GARY M FITCH
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JACQUELINE M SINCLAIR-PARKER

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PITTSFORD, NY
ARMBRUSTER CAPITAL MANAGEMENT, INC. · PITTSFORD, NY
KICKSTAND WEALTH ADVISORS · PITTSFORD, NY
MARK ANDREW PAGANELLI · PITTSFORD, NY
MORGAN STANLEY · Pittsford, NY
CHARLES SCHWAB & CO., INC. · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · Pittsford, NY
COMMONWEALTH FINANCIAL NETWORK · PITTSFORD, NY

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