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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-23 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
127 Woodside Avenue, Suite 203, Briarcliff Manor, NY 10510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Briarcliff Manor | NY | 01/2015 | 08/2020 |
| Raymond James Financial Services, Inc. | Briarcliff Manor | NY | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Briarcliff Manor | NY | 08/2020 | Present |
| Boston Harbor Wealth Advisors | Briarcliff Manor | NY | 08/2020 | 05/2024 |
| Fondi Wealth Management, Inc | Briarcliff Manor | NY | 11/2024 | Present |
(1)Name of Business: Fondi Wealth Management, Inc Address: 127 Woodside Ave Ste 203, Briarcliff Manor, NY, 10510-1467, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 11/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Starting Jan 1st, I will be going 1099. I need to set up an S-Corp to sweep the money from my personal account to a corporate account to run my practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-07 |
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