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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| CT | RA | APPROVED | 2016-03-02 |
| TX | RA | APPROVED | 2016-01-04 |
Branch Locations
1 Crosfield Avenue Suite 102, West Nyack, NY 10994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | West Nyack | NY | 11/2015 | Present |
| Lasalle Street Business Solutions | Blauvelt | NY | 11/2015 | 09/2022 |
(1)Name of Business: Address: 8 Lt. Crawford Wheeler Court, Blauvelt, NY, 10913, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/18/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own a shore house in Lavallette, New Jersey. This summer, I will be renting it out for 5 weeks. No clients are involved. Not much in the way of responsibilities as we hired a real estate firm, Birchler Realtors, to take care of the management. They are compensated 12% of the rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-30 |
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