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Advisor at BUFFALO FIRST WEALTH MANAGEMENT, LLC
WILLIAMSVILLE, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BUFFALO FIRST WEALTH MANAGEMENT, LLC | Independent wealth | Sep 27, 2022 | n/a | yes | WILLIAMSVILLE, NY | Current employment |
| BUFFALO FIRST WEALTH MANAGEMENT, LLC | Independent wealth | Jun 6, 2021 | Feb 7, 2022 | no | WILLIAMSVILLE, NY | Previous registration |
| WADDELL & REED | Former SEC adviser | Mar 18, 2014 | Apr 28, 2014 | no | EAST AMHERST, NY|FAIRPORT, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | BUFFALO FIRST WEALTH MANAGEMENT, LLC | Apr 28, 2014 | Jun 6, 2021 | 2,596 | Firm change after gap | Other |