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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-06 |
| NY | RA | APPROVED | 2021-10-26 |
Branch Locations
255 Woodcliff Drive Suite 1C, Fairport, NY 14450 • United States
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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Rochester | NY | 11/2014 | 10/2021 |
| City National Bank | Rochester | NY | 10/2016 | 10/2021 |
| Raymond James Financial Services, Inc. | Fairport | NY | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairport | NY | 10/2021 | Present |
| Crux Wealth Advisors | Pittsford | NY | 10/2021 | 02/2023 |
(1)Name of Business: Edgcomb Advisors Address: 255 Woodcliff Dr., Suite 1-C, Fairport, NY, 14450, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 09/16/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Non-producing financial planner (2)Name of Business: Edge Wealth Advisors, Inc. Address: 122 Cobblecreek Rd., Victor, NY, 14564, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 10/10/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Normal financial planning activities - this is our S-corp. (3)Name of Business: Noble Wealth Partners Address: 255 Woodcliff Dr Ste 1C, Fairport, NY, 14450-4219, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/31/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-25 |
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