TRUBEE WEALTH ADVISORS, INC.
CRD #3618 SEC #801-70259 BUFFALO, NY 716-849-1401
SEC Registered Broker-Dealer Disclosures
Total AUM
$724.2M
Discretionary
$617.8M
Employees
17
Clients
0
Accounts
1,265
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 0
- LEI
- 25490005L4S2ZKNR7C24
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOOKBINDER, STEPHEN ERROL | I | VICE PRESIDENT | NA | |
| BOOKBINDER, STEPHEN ERROL | I | VICE PRESIDENT | NA | |
| BOOKBINDER, STEPHEN ERROL | I | VICE PRESIDENT | NA | |
| BOOKBINDER, STEPHEN ERROL | I | VICE PRESIDENT | NA | |
| BOOKBINDER, STEPHEN ERROL | I | VICE PRESIDENT | NA | |
| BOOKBINDER, STEPHEN ERROL | I | VICE PRESIDENT | NA | |
| BOOKBINDER, STEPHEN ERROL | I | VICE PRESIDENT | NA | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT | NA | |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | NA | |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | NA | |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | NA | |
| REINARD-KOPSA, PATRICIA EDITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| REINARD-KOPSA, PATRICIA EDITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| REINARD-KOPSA, PATRICIA EDITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| REINARD-KOPSA, PATRICIA EDITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| REINARD-KOPSA, PATRICIA EDITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| REINARD-KOPSA, PATRICIA EDITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| REUKAUF, JACK CARL | I | VICE PRESIDENT | NA | |
| REUKAUF, JACK CARL | I | VICE PRESIDENT | NA | |
| REUKAUF, JACK CARL | I | VICE PRESIDENT | NA | |
| REUKAUF, JACK CARL | I | VICE PRESIDENT | NA | |
| REUKAUF, JACK CARL | I | VICE PRESIDENT | NA | |
| REUKAUF, JACK CARL | I | VICE PRESIDENT | NA | |
| REUKAUF, JACK CARL | I | VICE PRESIDENT | NA | |
| REUKAUF, JACK CARL | I | VICE PRESIDENT | NA | |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | NA | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | NA | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | NA | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT | NA | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT | NA | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT | NA | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT | NA | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | NA | |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | NA | |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | NA | |
| STEINWALD, HARRISON MICHAEL | I | FINOP AND CFO | NA | |
| STEINWALD, HARRISON MICHAEL | I | FINOP AND CFO | NA | |
| STEINWALD, HARRISON MICHAEL | I | FINOP AND CFO | NA | |
| STEINWALD, HARRISON MICHAEL | I | FINOP AND CFO | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | NA | Control |
| WEBB, ANGELINE DINATALE | I | VICE PRESIDENT | NA | |
| WEBB, ANGELINE DINATALE | I | VICE PRESIDENT | NA | |
| WEBB, ANGELINE DINATALE | I | VICE PRESIDENT | NA | |
| WEBB, ANGELINE DINATALE | I | VICE PRESIDENT | NA | |
| WEBB, ANGELINE DINATALE | I | VICE PRESIDENT | NA | |
| WEBB, ANGELINE DINATALE | I | VICE PRESIDENT | NA | |
| WEBB, ANGELINE DINATALE | I | VICE PRESIDENT | NA | |
| WEBB, ANGELINE DINATALE | I | VICE PRESIDENT | NA | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | B | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | B | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | B | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | B | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | B | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | B | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | B | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | B | |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | B | Control |
| JOHNSTON, EDWIN MCCLELLAN | I | CO-CHAIRMAN OF THE BOARD | B | |
| JOHNSTON, EDWIN MCCLELLAN | I | CO-CHAIRMAN OF THE BOARD | B | |
| JOHNSTON, EDWIN MCCLELLAN | I | CO-CHAIRMAN OF THE BOARD | B | |
| JOHNSTON, EDWIN MCCLELLAN | I | CO-CHAIRMAN OF THE BOARD | B | |
| JOHNSTON, EDWIN MCCLELLAN | I | CO-CHAIRMAN OF THE BOARD | B | |
| JOHNSTON, EDWIN MCCLELLAN | I | CO-CHAIRMAN OF THE BOARD | B | |
| JOHNSTON, EDWIN MCCLELLAN | I | CO-CHAIRMAN OF THE BOARD | B | |
| JOHNSTON, EDWIN MCCLELLAN | I | CO-CHAIRMAN OF THE BOARD | B | |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | B | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | B | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT, BRANCH MANAGER, CHIEF COMPLIANCE OFFICER, & CEO | B | Control |
| PICTOR, WILLIAM ROBERT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PICTOR, WILLIAM ROBERT | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PICTOR, WILLIAM ROBERT | I | VICE PRESIDENT | B | Control |
| PICTOR, WILLIAM ROBERT | I | VICE PRESIDENT | B | Control |
| PICTOR, WILLIAM ROBERT | I | VICE PRESIDENT | B | Control |
| PICTOR, WILLIAM ROBERT | I | VICE PRESIDENT | B | Control |
| PICTOR, WILLIAM ROBERT | I | VICE PRESIDENT | B | Control |
| PICTOR, WILLIAM ROBERT | I | VICE PRESIDENT | B | Control |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | Control |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | Control |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | B | |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | SECRETARY / TREASURER | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| SHINE, JOHN DAVID | I | PRESIDENT, BRANCH MANAGER, & CEO | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| TURK, THOMAS RICHARD | I | VICE PRESIDENT | B | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BOWEN, JEFFREY ALLAN | I | VICE PRESIDENT, SROP, CROP | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | Control |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| BREDENBERG, WILLIAM JOHN | I | VICE PRESIDENT | A | |
| EMBLIDGE, ANNE JENNIFER | I | FINANCIAL ADVISOR | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT / SECRETARY - TREASURER | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT | A | Control |
| FRANDINA, ANTHONY FRANK | I | VICE PRESIDENT | A | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | A | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | A | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | A | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | A | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | A | Control |
| GELO, CHARLES ERNEST | I | VICE PRESIDENT | A | Control |
| INGOLD, NICHOLAS ALEXANDER | I | VICE PRESIDENT | A | Control |
| INGOLD, NICHOLAS ALEXANDER | I | VICE PRESIDENT | A | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | RETIRED | A | |
| JOHNSTON, EDWIN MCCLELLAN JR | I | RETIRED | A | |
| JOHNSTON, EDWIN MCCLELLAN JR | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| JOHNSTON, EDWIN MCCLELLAN JR | I | RETIRED | A | |
| JOHNSTON, EDWIN MCCLELLAN JR | I | RETIRED | A | |
| PICTOR, WILLIAM ROBERT | I | PRESIDENT | A | Control |
| QUINN, ROBERT EARL | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | CO-CHAIRMAN OF THE BOARD | A | Control |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| RICHARDSON, WILLIAM HENRY | I | VICE PRESIDENT | A | |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | A | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | A | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | A | Control |
| SHEETS, MICHAEL FORMAN | I | VICE PRESIDENT, FINOP, & CFO | A | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | A | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | A | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | A | Control |
| SHINE, JOHN DAVID | I | VICE PRESIDENT | A | Control |
| STEINWALD, HARRISON MICHAEL | I | FINOP AND CFO | A | |
| STEINWALD, HARRISON MICHAEL | I | FINOP AND CFO | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VERBANIC, NICHOLAS | I | VICE PRESIDENT | A | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
| VOSSLER, THOMAS GERARD | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (12)
CA FL GA IN MA MD NC NH NY PA TX VA
Address
600 AIRBORNE PKWYSUITE #120
BUFFALO, NY 14225
United States
Phone: 716-849-1401