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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 |
Branch Locations
100 Meridian Centre Suite 315, Rochester, NY 14618 • United States
Fairport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Camillus | NY | 07/2012 | 05/2019 |
| Raymond James & Associates, Inc. | Rochester | NY | 05/2019 | Present |
Organization Information: Ducks Unlimited - Not investment related - A charitable/civic/religious or fraternal - Purpose: Conservation Organization- Reps role is Committee Member - Not authorized to open any bank account or authorize financial transactions of any kind for organization. - 2 hours a month -no compensation - Not during trading hours. Organization Information: Cub Scouts - Not investment related - A charitable/civic/religious or fraternal - Purpose: Development of children in learning citizenship, camping and fun. - Reps role is Cub Master - Authorized to open any bank account or authorize financial transactions of any kind for organization. - 10 hours a month - no compensation - Not during trading hours. Organization Information: American Legion - Not investment related - A charitable/civic/religious or fraternal - Purpose: Veterans Group- Reps role is Member - Not authorized to open any bank account or authorize financial transactions of any kind for organization. - 2-5 hours a month - No compensation - Not during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-24 |
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