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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-08 |
Branch Locations
West Seneca, NY • United States
434 Delaware Ave, Buffalo, NY 14202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Buffalo | NY | 09/2011 | 10/2020 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 10/2020 | Present |
| Crux Wealth Advisors | Buffalo | NY | 10/2020 | 11/2022 |
| Raymond James Financial Services Advisors | Buffalo | NY | 10/2020 | Present |
(1) Name of Business: Noble Wealth Partners Affiliate Holdings, LLC Address: 434 Delaware Ave, Buffalo, NY, 14202-1534, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Shareholder in the LLC; financial advisor affiliated with the OSJ (2) Name of Business: Orzech Wealth Management Address: 434 Delaware Ave, Buffalo, NY, 14202, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/22/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-30 |
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