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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 | 2020-11-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Goshen | NY | 08/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Goshen | NY | 08/2014 | Present |
| Highland Capital Brokerage | Goshen | NY | 10/2014 | 08/2020 |
(1)Name of Business: 306 Coral, LLC Address: 27 Creamery Pond Road, Chester, NY, 10918, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 03/13/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a part owner (20% equity) of this rental property investment, I will have proportional decision-making authority with 3 other equity partners. I will not be involved with day-to-day management of this investment, as we will hire other professionals for this, e.g. property management & leasing, etc.. All 4 partners will be conjoined on the real estate loan for purchasing this investment property. None of these partners are clients nor are related to clients. (2)Name of Business: Lynch Wealth Strategies, Inc. Address: 3 Coates Dr Ste 5, Goshen, NY, 10924, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/04/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sole Owner - President & CEOIndependent Financial AdvisorThis new firm (S Corp) is affiliated with RJFS (3)Name of Business: NY Long Term Care Brokers (dba: Advisors Insurance Brokers) Address: 3 Coates Dr Ste 5, Goshen, NY, 10924-6765, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/23/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: For non-variable insurance business: Life, Long Term Care, Disability, Fixed Annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-17 |
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