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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
| NY | RA | APPROVED | 2026-02-09 |
Branch Locations
190 Linden Oaks Suite A, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Rochester | NY | 12/2020 | 04/2022 |
| Champion Hills Country Club | Victor | NY | 05/2015 | 09/2020 |
| Palma Ceia Golf & Country Club | Tampa | FL | 09/2019 | 04/2020 |
| Middle Atlantic Pga | Stafford | VA | 06/2020 | 08/2020 |
| Unemployed | N/A | NY | 09/2020 | 12/2020 |
| Park Avenue Securities | Pittsford | NY | 04/2021 | 08/2024 |
| Guardian Life Insurance | Pittsford | NY | 04/2022 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | 02/2026 |
| Raymond James Financial Services, Inc. | Rochester | NY | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Rochester | NY | 02/2026 | Present |
| The University Of Tampa | Tampa | FL | 08/2017 | 08/2020 |
(1)Name of Business: OakWood Financial Services Address: 190 Linden Oaks Ste A, Rochester , NY, 14625-2812, United States Activity Type: Non-variable Insurance Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/05/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed insurance sales; as of 09/05/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. (2)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: 09/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-01 |
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