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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 09/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 11/2024 |
| Raymond James Financial Services, Inc. | Corning | NY | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Corning | NY | 01/2025 | Present |
| Wealth Strategies | Corning | NY | 01/2025 | Present |
| Corning Federal Credit Union | Corning | NY | 01/2025 | Present |
(1)Name of Business: Corning Children's Center Address: 107 Arthur Street, Corning, NY, 14830, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 08/21/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Member and a member of the center's Finance Committee. Regarding the finance committee, I will be one of a ten member team that provides budget guidance. This role does not involve any investments or investment advice. (2)Name of Business: Corning Federal Credit Union Address: 1 Credit Union Plz, Corning, NY, 14830-2857, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 01/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (3)Name of Business: Wealth Strategies (We also use Corning Credit Union Wealth Strategies/CCU Wealth Strategies Address: 1 Credit Union Plz, Corning, NY, 14830-2857, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-29 |
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