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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-13 |
| NY | RA | APPROVED | 2024-11-11 |
Branch Locations
434 Delaware Avenue, Buffalo, NY 14202 • United States
475 International Drive Suite 400, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Orchard Park | NY | 10/2018 | 05/2024 |
| Robert J. Ellis Financial Advisors, Llc. | Orchard Park | NY | 10/2006 | 05/2024 |
| Robert J. Ellis Financial Advisors, Llc | Orchard Park | NY | 09/2021 | 05/2024 |
| Crux Wealth Advisors, Llc | Orchard Park | NY | 08/2022 | 05/2024 |
| Robert J. Ellis Financial Advisors, Llc, Legacy Partner Of Crux | Orchard Park | NY | 10/2022 | 05/2024 |
| Kestra Investment Services, Llc | Williamsville | NY | 05/2024 | 11/2024 |
| Kestra Advisory Services, Llc | Williamsville | NY | 05/2024 | 11/2024 |
| Raymond James Financial Services Advisors, Inc. | Orchard Park | NY | 03/2021 | 05/2024 |
| Raymond James Financial Services Advisors, Inc. | Williamsville | NY | 11/2024 | Present |
| Raymond James Financial Services, Inc. | Williamsville | NY | 11/2024 | Present |
(1)Name of Business: Dale Legacy Advisors, LLC Address: 475 International Drive, Williamsville, NY, 14221, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Provide financial advisory advice and planning (2)Name of Business: Noble Wealth Partners Affiliate Holdings, LLC Address: 475 International Dr Ste 400, Williamsville, NY, 14221-5768, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: shareholder in the LLC; employee with the OSJ (3)Name of Business: Specific Solutions Address: 475 International Dr Ste 400, Williamsville, NY, 14221-5768, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/05/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Specific Solutions is utilized for writing any fixed annuity and life insurance, or long-term care policies for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-01 |
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