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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-08
  • NY RA
    APPROVED
    Since 2021-07-08

Branch Locations

9505 Main St, Clarence, NY 14031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Clarence NY 06/2007 Present
Raymond James Financial Services Advisors Inc. Clarence NY 01/2009 Present
Scheff Thompson Cress Investment Group Clarence NY 06/2007 Present
Other Businesses

1) Name of Business: NA Address: 4301 Twilight Ln, Hamburg, NY, 14075, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 03/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord (2) Name of Business: Scheff Liddell Wealth Group Address: 9505 Main St, Clarence, NY, 14031, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Staff

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-01
  • S63 Uniform Securities Agent State Law Examination
    1998-05-01
Other Names
  • Michelle Bedard

View on SEC IAPD

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