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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-12 |
| TX | RA | APPROVED | 2021-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 11/2011 | 02/2021 |
| Bank Of America, N.A. | Williamsville | NY | 03/2012 | 02/2021 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 02/2021 | Present |
| Not Provided | Clarence Center | NY | 06/2004 | Present |
| Crux Wealth Advisors | Buffalo | NY | 02/2021 | 11/2022 |
(1)Name of Business: 434 Delaware RE LLC Address: 434 Delaware Ave, Buffalo, NY, 14202-1534, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/31/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am now the managing member of the LLC that owns the real estate. I make the decisions along with the rest of the ownership group. (2)Name of Business: Noble Wealth Partners, INC. Address: 434 Delaware Avenue, Buffalo, NY, 14202, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/21/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I no longer have any connection with this company other than ownership of shares. (3)Name of Business: Plail Wealth Management Address: 50 Fountain Plz Ste 1400, Buffalo, NY, 14202-2215, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 02/12/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am responsible to hire and manage employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-14 |
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