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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-26 |
| NY | RA | APPROVED | 2021-06-14 |
| FL | RA | APPROVED | 2021-06-07 |
| CA | RA | APPROVED | 2011-06-17 |
Branch Locations
332 West Montauk Highway Suite 4, Hampton Bays, NY 11946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Riverhead | NY | 06/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Riverhead | NY | 06/2011 | Present |
(1)Name of Business: East End Divorce Planning LLC Address: 332 West Montauk Highway, Suite 4, Hampton Bays, NY, 11946, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 08/26/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: KL Wealth Strategies LLC Address: 332 West Montauk Highway, Suite 4, Hampton Bays, NY, 11946, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/08/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor, Branch Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-13 |
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