Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-03
TX RA APPROVED 2026-08-03
  • NY RA
    APPROVED
    Since 2026-08-03
  • TX RA
    APPROVED
    Since 2026-08-03

Branch Locations

400 Meridian Centre Blvd Suite 115, Rochester, NY 14618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc Rochester NY 12/2010 10/2024
Osaic Wealth, Inc. Rochester NY 10/2024 03/2025
Commonwealth Financial Network Rochester NY 03/2025 08/2026
Angleo Planning Group Rochester NY 03/2025 08/2026
Raymond James Financial Services, Inc. Rochester NY 08/2026 Present
Raymond James Financial Services Advisors, Inc. Rochester NY 08/2026 Present
Harris Wealth Partners Rochester NY 08/2026 Present
American Portfolios Advisors Inc. Holbrook NY 12/2010 10/2024
  • 12/2010 → 10/2024
    American Portfolios Financial Services, Inc
    Rochester, NY
  • 10/2024 → 03/2025
    Rochester, NY
  • 03/2025 → 08/2026
    Rochester, NY
  • 03/2025 → 08/2026
    Angleo Planning Group
    Rochester, NY
  • 08/2026 → Present
    Raymond James Financial Services, Inc.
    Rochester, NY
  • 08/2026 → Present
    Rochester, NY
  • 08/2026 → Present
    Harris Wealth Partners
    Rochester, NY
  • 12/2010 → 10/2024
    American Portfolios Advisors Inc.
    Holbrook, NY
Previous Registrations
  • 2025-03-31 → 2026-08-13
    Rochester, NY
    Rochester, NY
    Waltham, MA
  • 2024-10-11 → 2025-04-02
    Scottsdale, AZ
    Rochester, NY
  • 2010-12-13 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2005-06-01 → 2010-12-17
    Rochester, NY
    Rochester, NY
  • 2004-01-27 → 2005-06-01
    Mony Securities Corporation
    Rochester, NY
Other Businesses

(1)Name of Business: Address: 25 Rollingwood Dr, Pittsford, NY, 14534, United States Activity Type: Rental Real Estate Position/Title: Investment Related: No Start Date: 09/30/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 09/30/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: maintaining service for clients\n\nfilling out applications (3)Name of Business: Harris Wealth Partners Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Support Company - Non-Owner Position/Title: Other Investment Related: No Start Date: 08/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-26
S63 Uniform Securities Agent State Law Examination 1988-03-11
  • S65 Uniform Investment Adviser Law Examination
    1999-06-26
  • S63 Uniform Securities Agent State Law Examination
    1988-03-11
Designations
Other Names
  • Sarah B Fuller

View on SEC IAPD

More in Rochester, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor