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6500 Sheridan Drive, Suite 200, Williamsville, NY 14221 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-03 |
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 |
|---|---|---|---|---|
| Kazak Business Services | Rochester | NY | 12/1984 | Present |
| Rexall Showcase Int'l | Boca Raton | FL | 10/1995 | Present |
| Cadaret, Grant & Co, Inc. | Williamsville | NY | 07/1999 | 07/2025 |
| Wny Asset Management Llc | Williamsville | NY | 08/2010 | Present |
| Wny Asset Management, Llc | Williamsville | NY | 08/2010 | Present |
| Lpl Financial | Williamsville | NY | 08/2025 | Present |
1) 08/2025- Kazak Business Services- Tax Prep/Accounting/CPA- Inv Related- Rochester NY 14625- 185 Hrs Per Mnth- Start Date12/13/1985 2) 08/2025 - Cuts + Ltd- Tax Prep/Accounting/CPA- Inv Related- Rochester NY 14621 / Start Date 05/09/2011 - 1 Hrs Per Mnth 3) 08/2025 - WNY ASSET MANAGEMENT LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At reported business location (s)- 4) 08/2025 - Diane M. Kazak-Notary Public- Inv Related- Rochester NY 1462- Start Date 06/19/1998 - 1 Total Hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-26 |
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