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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2017-10-05 |
Branch Locations
401 Franklin Avenue Suite 320, Garden City, NY 11530 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Garden City | NY | 07/2010 | 07/2017 |
| Ny Wealth Management | Garden City | NY | 07/2010 | 04/2017 |
| Raymond James Financial Services Advisors, In. | Garden City | NY | 01/2009 | 07/2017 |
| Raymond James & Associates, Inc. | Garden City | NY | 07/2017 | Present |
Name of Business : NY Wealth Management; Address: 401 Franklin Ave Suite 320, Garden City, NY; Nature of the Business: Support Company/DBA (Owner); Position/Title: Support Company/DBA (Owner); Investment Related: No; Start Date: 09/09/2016; Hours per month devoted to this business: 0; Hours per month devoted to this business during trading hours: 0; Description of duties: Provide Financial Advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-16 |
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