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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-06 |
Branch Locations
255 Woodcliff Dr Suite 1C, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Rochester | NY | 12/2020 | 06/2022 |
| Rochester City School District | Rochester | NY | 02/2018 | 11/2020 |
| Nazareth University | Rochester | NY | 05/2017 | 08/2019 |
| Nazareth College Of Rochester | Rochester | NY | 10/2014 | 05/2017 |
| Webster Central School District | Webster | NY | 05/2017 | 02/2018 |
| Nazareth College Men's Basketball Office (Athletic Department) | Rochester | NY | 08/2013 | 05/2017 |
| Wells Fargo Advisors | Rochester | NY | 12/2020 | 06/2022 |
| Ubs Financial Services Inc. | Rochester | NY | 06/2022 | 04/2026 |
| Raymond James Financial Services, Inc. | Fairport | NY | 04/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairport | NY | 04/2026 | Present |
(1)Name of Business: Address: 117 Willowen Drive, Rochester, NY, 14609, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: Noble Wealth Partners Address: 255 Woodcliff Dr Ste 1C, Fairport , NY, 14450, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Service Associate\n (3)Name of Business: Weidner Sorge Wealth Partners Address: 255 Woodcliff Dr Ste 1C, Fairport, NY, 14450-4219, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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