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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-12 |
Branch Locations
332 West Montauk Highway Suite 4, Hampton Bays, NY 11946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Hampton Bays | NY | 01/2026 | Present |
| North East Financial Network | Roslyn | NY | 06/2025 | 01/2026 |
| Bayberry (Lessings Hospitality Group) | Islip | NY | 05/2023 | 01/2025 |
| Fire Island Ferry | Bayshore | NY | 05/2021 | 08/2021 |
| Isabella's Pizza | East Islip | NY | 04/2020 | 04/2021 |
| Shandon Court | East Islip | NY | 04/2018 | 03/2020 |
| State University Of New York Cortland | Cortland | NY | 08/2021 | 05/2025 |
| East Islip Middle School | East Islip | NY | 01/2016 | 06/2017 |
| Park Avenue Securities Llc | Roslyn | NY | 06/2025 | 01/2026 |
| East Islip High School | East Islip | NY | 09/2017 | 06/2021 |
| Kl Wealth Strategies, Llc | Hampton Bays | NY | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Hampton Bays | NY | 06/2026 | Present |
(1)Name of Business: KL Wealth Strategies LLC Address: 332 W Montauk Hwy Ste 4, Hampton Bays, NY, 11946-3551, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/12/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assisting in client relations & starting my own book of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-10 |
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