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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-18 |
| TX | RA | APPROVED | 2023-01-17 |
| NY | RA | APPROVED | 2023-01-03 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Elmira | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Elmira | NY | 11/2016 | 01/2023 |
| Raymond James Financial Services, Inc. | Elmira | NY | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Elmira | NY | 01/2023 | Present |
| The Brand Schweizer Group | Elmira | NY | 01/2023 | Present |
(1)Name of Business: Address: 1122 Admiral Pl, Elmira, NY, 14901, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/1985 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental property owner and manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-25 |
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