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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 12/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | 08/2026 |
| Angelo Planning Group | Rochester | NY | 03/2025 | 08/2026 |
| Raymond James Financial Services Advisors, Inc. | Rochester | NY | 08/2026 | Present |
| Raymond James Financial Services, Inc. | Rochester | NY | 08/2026 | Present |
(1) Name of Business: Harris Wealth Partners Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor, risk assessment, portfolio management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-08 |
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