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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jsa Financial | Rhinebeck | NY | 01/2010 | 07/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2010 | 09/2025 |
| Raymond James Financial Services Advisors, Inc. | Saugerties | NY | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Saugerties | NY | 09/2025 | Present |
(1)Name of Business: Address: 14 Terri Drive, Saugerties, NY, 12477, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of a rental property. Find tenants, manage property and lease contracts, manage related deposit accounts & bookkeeping, collect rent, communicate with tenants. (2)Name of Business: Address: 14/16 Terri Drive, Saugerties , NY, 12477, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of duplex. Market vacancies, assess applications and choose tenants, manage rental payments, property maintenance as needed and not outsourced.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-02 |
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