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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tim Hortons | Hamburg | NY | 03/2014 | 08/2018 |
| Blasedell Pizza | Hamburg | NY | 02/2018 | 07/2025 |
| Hampton Inn | Hamburg | NY | 09/2018 | 07/2025 |
| Custom Wealth Strategies | Depew | NY | 09/2019 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 09/2019 | 01/2020 |
| Student At University At Buffalo | Amherst | NY | 09/2017 | 05/2019 |
| Student At Erie Community College | Orchard Park | NY | 09/2015 | 05/2017 |
| Custom Wealth Strategies | Depew | NY | 01/2020 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | 07/2025 |
| Buffalo Financial | Depew | NY | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Depew | NY | 07/2025 | Present |
| Raymond James Financial Services, Inc. | Depew | NY | 07/2025 | Present |
(1)Name of Business: Buffalo Financial Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Support Company - Non Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I serve as the President of Buffalo Financial. This is the name of our company under RJFS. My role comprises of managing client assets / relationships. As well as financial planning / retirement planning for retail clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
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