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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-30 |
| NY | RA | APPROVED | 2022-09-29 |
Branch Locations
480 Broadway Suite 332, Saratoga Springs, NY 12866 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| The Ayco Company/Mercer Allied Company, L.P. | Latham | NY | 05/2002 | 06/2017 |
| Cantella & Co., Inc. | Boston | MA | 09/2017 | 09/2022 |
| Raymond James Financial Services, Inc. | Saratoga Springs | NY | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Saratoga Springs | NY | 09/2022 | Present |
| Aurora Wealth Advisory | Saratoga Springs | NY | 09/2022 | Present |
Name of Business: Aurora Wealth Advisory Address: 480 Broadway Ste 332, Saratoga Springs, NY, 12866-2230, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 09/29/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor / Owner (2) Name of Business: Address: 480 Broadway Ste 332, Saratoga Springs, NY, 12866-2230, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 09/29/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: sell fixed deferred annuities, long term care insurance and non variable life insurance. (3) Name of Business: Address: 1 Aurora Ave, Saratoga Springs, NY, 12866, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own and second home that I may rent and is advertised on www.vrbo.com. (4) Name of Business: Address: 1 aurora ave, saratoga springs, NY, 12866, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: short term rental of a vacation home located at 158 Priddle Point Rd Gloversville, NY 12078 (5) Name of Business: Aurora Tax Advisory Address: 480 Broadway Ste 332, Saratoga Springs, NY, 12866-2230, United States Activity Type: Tax Preparation Position/Title: Partner Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: prepare and file tax returns (6) Name of Business: OAK RIDGE HOMEOWNERS ASSOCIATION Address: 1 aurora Ave, Saratoga springs, NY, 12866, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member at large
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-03-19 |
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