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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Rochester | NY | 01/2017 | 03/2022 |
| St John Fisher University | Rochester | NY | 09/2014 | 12/2016 |
| Ubs Financial Services Inc | Rochester | NY | 03/2022 | 03/2025 |
| Raymond James Financial Services Inc. | Buffalo | NY | 03/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Buffalo | NY | 03/2025 | Present |
(1) Name of Business: BGA INSURANCE Address: 255 Woodcliff Dr Ste 1C, Fairport, NY, 14450-4219, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 05/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: EDUCATE CLIENTS ON THE TYPES OF LIFE INSURANCE AND PROVIDE THEM QUOTES. (2) Name of Business: GENESEE VALLEY CLUB Address: 421 EAST AVE, ROCHESTER, NY, 14607, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Subcommittee Member Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FINANCE COMITTEE MEMBER- GENESEE VALLEY CLUB (3) Name of Business: Noble Wealth Partners Affiliate Holdings, LLC Address: 255 Woodcliff Dr Ste 1C, Fairport, NY, 14450-4219, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: shareholder in the LLC; financial advisor affiliated with the OSJ (4) Name of Business: WEIDNER | SORGE WEALTH PARTNERS Address: 255 Woodcliff Dr Ste 1C, Fairport, NY, 14450-4219, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: PARTNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
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