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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-14 |
| TX | RA | APPROVED | 2021-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Williamsville | NY | 07/2011 | 02/2021 |
| Raymond James Financial Services, Inc | Buffalo | NY | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Buffalo | NY | 02/2021 | Present |
| Crux Wealth Advisors | Buffalo | NY | 02/2021 | 12/2022 |
(1) Name of Business: Cirocco Smith Group Address: 217 Linwood Ave, Buffalo, NY, 14209-2027, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/30/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (2) Name of Business: Resolute Wealth Planning Address: 217 Linwood Ave, Buffalo, NY, 14209-2027, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-20 |
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