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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-05-19 |
| NY | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Buffalo | NY | 03/2012 | 05/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2018 |
| Wells Fargoa Advisors Financial Network, Llc | Buffalo | NY | 05/2018 | 05/2025 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 05/2025 | Present |
(1)Name of Business: Culov Wealth Management Address: 305 Elmwood Ave, Buffalo, NY, 14222-2203, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 04/19/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: 50% Owner (2)Name of Business: Rochester Institute of Technology Address: 105 Lomb Memorial Dr., Rochester, NY, 14623, United States Activity Type: Non profit Position/Title: Advisory Board, Finance/Investment Committee Member Investment Related: Yes Start Date: 09/03/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: member of advisory board at Saunders School of Business (3)Name of Business: Stonehouse Vision Address: 305 Elmwood Ave, Buffalo, NY, 14222-2203, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/19/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-03 |
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