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400 Sterling Drive, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-10 |
Branch Locations
400 Sterling Drive, Orchard Park, NY 14127 • United States
19 S Long St, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Mutual Life Insurance Co. | Des Moines | IA | 03/1991 | 12/2016 |
| Lpl Financial Llc | Williamsville | NY | 03/1995 | Present |
| Silver Grove Advisory Services | Williamsville | NY | 03/2017 | Present |
(1) 04/06/2017-Silver Grove Advisory Services -investment related-At reported business location(s) -Registered Investment Advisor Hybrid- start 04/01/2017 -Hours per month 80/ Hours during trading 80 -I provide investment advisory services through Silver Grove Advisory Services Inc, an investment advisor firm. I started this business activity on 4/6/2017. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-12-01 |
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