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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-17 |
| NY | RA | APPROVED | 2025-01-16 |
Branch Locations
100 Quentin Roosevelt Blvd. Suite 209, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodbury | NY | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodbury | NY | 11/2016 | 01/2025 |
| Raymond James Financial Services, Inc. | Garden City | NY | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Garden City | NY | 01/2025 | Present |
| Gallie Wealth Management | Garden City | NY | 01/2025 | Present |
(1)Name of Business: Gallie Wealth Management Address: 100 Quentin Roosevelt Blvd, Garden City, NY, 11530-4843, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/16/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-11 |
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