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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-28 |
| OH | RA | APPROVED | 2026-08-27 |
Branch Locations
150 Second Ave. North Suite 800, St. Petersburg, FL 33701 • United States
St. Petersburg, FL • United States
290 Woodcliff Drive, Fairport, NY 14450 • United States
2811 West Bay Drive, Belleair Bluffs, FL 33770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| HI | RA | APPROVED | 2025-01-02 |
Branch Locations
2811 West Bay Drive, Belleair Bluffs, FL 33770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 06/2006 | 07/2018 |
| Mercer Global Advisors Inc. | Clearwater | FL | 07/2018 | 07/2021 |
| Unemployed | St. Petersburg | FL | 07/2021 | 06/2023 |
| Belleair Wealth Management, Llc | Belleair Bluffs | FL | 06/2023 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 07/2026 | Present |
APPLICANT IS TEMPORARILY DUALLY REGISTERED WITH BELLEAIR WEALTH MANAGEMENT, LLC. (FIRM CRD/IARD NO. 131666) AS A FINANCIAL ADVISOR, WHILE TRANSITIONING TO MANNING & NAPIER ADVISORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-30 |
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