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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 23, 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 | May 27, 2009 | Nov 5, 2013 | no | FAIRPORT, NY|EAST AMHERST, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | BUFFALO FIRST WEALTH MANAGEMENT, LLC | Nov 5, 2013 | Jun 6, 2021 | 2,770 | Firm change after gap | Other |