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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2015 | 02/2026 |
| Raymond James Financial Services Inc. | Rochester | NY | 02/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Rochester | NY | 02/2026 | Present |
(1)Name of Business: OakWood Financial Services LLC Address: 190 Linden Oaks Ste A, Rochester, NY, 14625-2812, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/17/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Service clients with investment and planning services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
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