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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ehrlich & Co., Cpa'S Llp | Jericho | NY | 01/2004 | Present |
| Ameriprise Financial Services, Inc. | Bohemia | NY | 11/2010 | 11/2019 |
| Raymond James Financial Services Advisors, Inc. | Smithtown | NY | 11/2019 | Present |
| Raymond James Financial Services, Inc. | Smithtown | NY | 11/2019 | Present |
| N/A - Cpa | Jericho | NY | 01/2011 | Present |
(1)Name of Business: EB GROUP CPAS LLP Address: 510 BROADHOLLOW ROAD STE 300, MELVILLE, NY, 11747, United States Activity Type: Tax Preparation Position/Title: Partner Investment Related: No Start Date: 01/01/2011 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: helping clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-05 |
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