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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-01 |
| NY | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
200 Summit Lake Drive Suite 360, Valhalla, NY 10595 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Valhalla | NY | 10/1993 | 05/2025 |
| Raymond James Financial Services, Inc. | Valhalla | NY | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Valhalla | NY | 05/2025 | Present |
| Quantumview Wealth Management | Valhalla | NY | 05/2025 | Present |
(1)Name of Business: NSJC LLC Address: 200 Summit Lake Dr Ste 360, Valhalla, NY, 10595-1338, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 02/24/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: QuantumView Wealth Management Address: 200 Summit Lake Dr Ste 360, Valhalla, NY, 10595-1338, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: We are doing business as QuantumView Wealth Management. This is not an entity like an LLC and it does not receive compensation directly from Raymond James. (3)Name of Business: Ronald McDonald House GHV Address: 80 Woods Road, Valhalla, NY, 10595, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 09/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board member and Investment Committee overview. I sit on the audit and investment committee and coordinate with the treasurer in relationship to our tax prep and audit work. Regarding the investment committee, I meet with our financial advisor semi-monthly to review performance and asset allocation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-16 |
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