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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 |
| CA | RA | APPROVED | 2019-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bohemia | NY | 07/2016 | 09/2019 |
| Raymond James Financial Services Inc | Smithtown | NY | 09/2019 | Present |
| Hendel Wealth Management Group | Smithtown | NY | 03/2020 | Present |
| Li Tax & Planning | Smithtown | NY | 09/2019 | 12/2020 |
| Raymond James Financial Services Advisors, Inc. | Smithtown | NY | 09/2019 | Present |
1) HENDEL WEALTH MANAGEMENT GROUP. Address: Smithtown, NY Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Associate/Employee Investment Related:No Start Date: 03/02/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I SUPPORT JEFFREY H HENDEL AS A FINANCIAL ADVISOR IN AIDING HIS CLIENTS AND ALSO IN PROSPECTING FOR NEW CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-23 |
| S66 | Uniform Combined State Law Examination | 2004-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-07 |
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