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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
Branch Locations
200 Summit Lake Drive Suite 360, Valhalla, NY 10595 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Valhalla | NY | 12/2005 | 05/2025 |
| Raymond James Financial Services, Inc. | Valhalla | NY | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Valhalla | NY | 05/2025 | Present |
| Camilleri Wealth Management | Valhalla | NY | 01/2020 | Present |
Camilleri Wealth Management. Not investment related. Valhalla, NY. DBA / Support Company. Branch Owner / Advisor. Started: 01/01/2020. 0 hours per month. 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-27 |
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