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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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Rochester | NY | 02/2019 | 08/2023 |
| Alfred University | Alfred | NY | 08/2014 | 05/2018 |
| Department Of Public Works, Town Of Brighton | Rochester | NY | 05/2017 | 08/2017 |
| Parks Department, Town Of Brighton | Rochester | NY | 05/2018 | 09/2018 |
| Unemployed | Rochester | NY | 09/2018 | 02/2019 |
| Commonwealth Financial Network | Rochester | NY | 08/2023 | 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 Address: 190 Linden Oaks Ste A, Rochester, NY, 14625-2812, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 08/08/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Help managing the models and the client accounts inside of them. Assist with money movement, trading, sit on the Investment Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-16 |
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