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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-07 |
Branch Locations
3880 Veterans Memorial Highway Suite 203, Bohemia, NY 11716 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Melville | NY | 10/2014 | 03/2025 |
| Raymond James Financial Services Advisors, Inc. | Bohemia | NY | 03/2025 | Present |
| Raymond James Financial Services, Inc. | Bohemia | NY | 03/2025 | Present |
(1)Name of Business: Address: 3880 Veterans Memorial Hwy, Bohemia, NY, 11716, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 09/16/1996 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance sales and maintenance. Life, Accident and Health. (2) Name of Business: Wayfinder Wealth Management Address: 3880 Veterans Memorial Hwy, Bohemia, NY, 11716, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: President & CEO for the DBA associated with Raymond James business and outside business activities. Business management. Senior Financial Advisor providing financial services for clients. (3) Name of Business: Wayfinder Wealth Management, LLC Address: 3880 Veterans Memorial Hwy, Bohemia, NY, 11716 Activity Type: Support Company - Owner/Non-Owner Position/Title: Officer - President Investment Related: No Start Date: 05/01/2025 HPM: 2-10 HPM trade hours: 2-10 Duties: Management of the Business Name of Business: KFV Ventures, LLC Address: 2 Marge Place, Lake Grove, NY, 11755 Activity Type: Support Company - Owner/Non-Owner Position/Title: Officer - President Investment Related: No Start Date: 05/01/2025 HPM: 2-10 HPM trade hours: 2-10 Duties: Business Management and Accounting
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-30 |
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