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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-21 |
| NY | RA | APPROVED | 2021-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Smithtown | NY | 01/2004 | 09/2019 |
| Raymond James Financial Services, Inc | Smithtown | NY | 09/2019 | Present |
| Hendel Wealth Management Group | Smithtown | NY | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Smithtown | NY | 08/2021 | Present |
| Hendel Wealth Management Group | Smithtown | NY | 03/2020 | Present |
(1)Name of Business: Hendel Wealth Management Group Address: 95 Smithtown Blvd, Smithtown, NY, 11787, United States Activity Type: Support Company - 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: 41+ Description of duties: General administration duties as related to a financial services company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-07 |
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