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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-10-06
  • NY RA
    APPROVED
    Since 2022-10-06

Branch Locations

35 Lake Street, Owego, NY 13827 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2016-11-07 → 2022-10-20
    Cantella & Co., Inc.
    Owego, NY
    Vestal, NY
    Malden, MA
  • 2011-09-26 → 2016-09-28
    St Louis, MO
    Binghamton, NY
    Owego, NY
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-28
  • S66 Uniform Combined State Law Examination
    2011-07-28
Other Names
  • Gregory Burns

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