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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Buffalo | NY | 03/2012 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2018 |
| Wells Fargo Advisors Financial Network, Llc | Buffalo | NY | 05/2018 | 05/2025 |
| Culov Wealth Management | Buffalo | NY | 05/2025 | Present |
| Raymond James Financial Services, Inc. | Buffalo | NY | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 05/2025 | Present |
1. Culov Wealth Management Non-Investment Related 305 Elmwood Avenue, Buffalo, New York DBA/Support Company Advisor Started: 05/18/2018 0 hrs per month 0 hrs during trading hrs 2. Stonehouse Vision, LLC Investment Related 305 Elmwood Avenue, Buffalo, New York Proprietor/Owner; Property Management Real estate business that owns one property--the office Culov Wealth Management located at 305 Elmwood Avenue in Buffalo, NY; One of the property partners Started: September 2024 16 hrs per month 0 hrs during trading hrs 3. RIT Sounders School of Business Advisory Board Member Non-Investment Related 1 Lomb Memorial Drive, Rochester, NY 14623 Started: 9/18/2024 Board Member, Advisory board is a resource and consulting body to leadership and teach 12 hrs per month 0 hrs during trading hrs 4. Culov Wealth Management Co-Trustee for CWM 401k plan Investment Related 305 Elmwood Avenue, Buffalo, New York Started: May 2018 Trustee, Partner Fiduciary responsibilities for the assets and benefits of CWM plan participants 4 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-14 |
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