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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 | 2013-06-24 |
Branch Locations
6 North Main Street Suite 400W, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fairport | NY | 06/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Fairport | NY | 06/2011 | Present |
| Liftbridge Financial Group | Fairport | NY | 01/2012 | Present |
(1)Name of Business: Liftbridge Financial Group Address: 6 North Main Street, Fairport, NY, 14450, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/03/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (2)Name of Business: Town of Perinton- Planning Board Address: 1350 Turk Hill Road, Fairport, NY, 14450, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 10/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volunteer, unpaid position. Sit on advisory board discussing town issues including conservation matters, building and sign permits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-07 |
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