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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2011 | 09/2016 |
| Cantella & Co., Inc. | Boston | MA | 11/2016 | 10/2022 |
| Raymond James Financial Services, Inc. | Owego | NY | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Owego | NY | 10/2022 | Present |
(1)Name of Business: Entrust Wealth Management Address: 35 Lake St, Owego, NY, 13827-1531, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Raymond James Investment Services - Financial Advisor (2)Name of Business: I see the lake LLC Address: 4237 Marietta Dr, Vestal, NY, 13850, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owning member of a family owned vacation property (3)Name of Business: TESG Inc Address: 35 Lake St, Owego, NY, 13827-1531, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: S-corp set up to create a new tax with holding for IRS, will create checking account under S-Corp to have taxes withheld
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-28 |
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