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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-04 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
100 Meridian Centre Suite 315, Rochester, NY 14618 • United States
Webster, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Camillus | NY | 05/2014 | 05/2019 |
| Raymond James & Associates, Inc. | Rochester | NY | 05/2019 | Present |
Rochester Special Hockey, not investment-related, 658 Whispering Pines Circle, Rochester, NY 14612, promoting and utilizing hockey as a method for the true purpose of developing life skills for individuals with developmental disabilities, board member, start date 6/1/16, 5 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-08 |
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