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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2018-01-04 |
| CA | RA | APPROVED | 2013-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Armonk | NY | 10/2013 | Present |
| The Massimi Group | Armonk | NY | 10/2013 | 10/2019 |
| Raymond James Financial Services Advisors Inc. | Armonk | NY | 10/2013 | Present |
| C & B Wealth Management | Armonk | NY | 09/2013 | Present |
| The Silverman Group | Armonk | NY | 10/2013 | Present |
(1)Name of Business: C & B Wealth Management Address: 20 Maple Ave, Armonk, NY, 10504, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/02/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: C & B Wealth Management Co Ownwer - Charles Massimi 50%Bradley Silverman 50% Support Company (2)Name of Business: The Silverman Group Address: 20 Maple Ave, Armonk, NY, 10504, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/11/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor that works under The Silverman Group headed by Brad Silverman. The Silverman Group is a name that is used soley for Marketing Purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
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