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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2020-04-28 |
| CA | RA | APPROVED | 2011-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Goshen | NY | 03/2009 | Present |
| The Zick Whitted Group, Inc. | Goshen | NY | 08/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | Goshen | NY | 03/2009 | Present |
| The Zick Whitted Taub Group, Inc. | Goshen | NY | 03/2009 | Present |
| Zick Whitted Taub Investment Strategies | Goshen | NY | 05/2017 | Present |
| The Zick Whitted Taub Group, Inc | Goshen | NY | 03/2009 | Present |
(1)Name of Business: The Zick Whitted Taub Group, Inc. Address: 3 Coates Dr Ste 5, Goshen, NY, 10924, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 03/02/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-owner of support company (2)Name of Business: Zick Whitted Taub investment strategies Address: 3 Coates Dr Ste 5, Goshen, NY, 10924, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 05/31/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: owner of support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-09 |
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