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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-22 |
| NY | RA | APPROVED | 2021-06-14 |
| FL | RA | APPROVED | 2009-05-14 |
Branch Locations
43 Durkee St Suite 100, Plattsburgh, NY 12901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Plattsburgh | NY | 04/2004 | Present |
| Raymond James Financial Services Advisors | Plattsburgh | NY | 01/2009 | Present |
| Adirondack Wealth Management, Llc | Plattsburgh | NY | 06/2004 | Present |
(1) Name of Business: Adirondack Wealth Management, LLC Address: 43 Durkee St Ste 100, Plattsburgh, NY, 12901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/28/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of my service company, Adirondack Wealth Management, LLC (2) Name of Business: Mountain Oaks Properties, LLC Address: 202 Smith Dr, Plattsburgh, NY, 12901, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 10/25/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Unpaid manager of a family LLC for the purposes of holding (not renting) residential real estate for estate planning purposes..
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-16 |
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