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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alfred State College | Alfred | NY | 08/2017 | 12/2018 |
| Peaches N Cream | Painted Post | NY | 07/2016 | 08/2018 |
| Alfred State College | Alfred | NY | 08/2015 | 05/2019 |
| Alsheimer & Evarts Tax Accounting | Avoca | NY | 01/2017 | 04/2019 |
| Carefirst | Painted Post | NY | 01/2019 | 05/2019 |
| Corning Federal Credit Union | Corning | NY | 09/2019 | Present |
| Raymond James Financial Services, Inc | Corning | NY | 05/2019 | Present |
| Raymond James Financial Services Advisors | Corning | NY | 09/2019 | Present |
(1)Name of Business: Wealth Strategies/CCU Wealth Strategies/Corning Credit Union Wealth Strategies Address: 1 Credit Union Plz, Corning, NY, 14830, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/30/2019 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-26 |
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