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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
| NY | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Rochester | NY | 01/2004 | 10/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | 12/2025 |
| Best Times Financial Planning | Fairport | NY | 10/2019 | Present |
| Raymond James Financial Services, Inc. | Fairport | NY | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairport | NY | 12/2025 | Present |
Best Times Financial; not investment related; Fairport, NY; DBA/support company; Advisor; Started 10/2019; 0hrs/month; 0hrs/month during trading hours; Financial Advisor. Non-Variable Insurance; investment related; Dunedin, FL; fixed insurance sales; Agent; Started 12/2025; 4hrs/month; 4hrs/month during trading hours; Provide insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-03 |
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