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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2018-11-16 |
| CO | RA | APPROVED | 2016-04-12 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Clarence | NY | 04/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Clarence | NY | 04/2016 | Present |
| Scheff Liddell Wealth Group | Clarence | NY | 10/2021 | Present |
(1)Name of Business: Scheff Liddell Wealth Group Address: 9505 Main St, Clarence, NY, 14031, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide financial Advice to my clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-29 |
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