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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Syracuse | NY | 10/2025 | Present |
| Tompkins Financial Advisors | Syracuse | NY | 09/2023 | 10/2025 |
| Unemployed | Syracuse | NY | 06/2023 | 08/2023 |
| Antares Capital | New York | NY | 05/2022 | 05/2023 |
| Hps Investment Partners | New York | NY | 03/2014 | 05/2022 |
| Raymond James Financial Services Advisors, Inc. | Syracuse | NY | 06/2026 | Present |
(1)Name of Business: Harvey's Garden LLC Address: 1200 E Water St, Syracuse, NY, 13210, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Minority Owner/Partner (2)Name of Business: Planned Results, Inc Address: 400 Spencer St, Syracuse, NY, 13204-1321, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/14/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Rep
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-15 |
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