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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-12 |
Branch Locations
255 Woodcliff Dr Suite 1C, Fairport, NY 14450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pittsford | NY | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pittsford | NY | 11/2016 | 08/2021 |
| Raymond James Financial Services, Inc. | Pittsford | NY | 08/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Pittsford | NY | 08/2021 | Present |
| Crux Wealth Advisors | Pittsford | NY | 08/2021 | 11/2022 |
(1) Name of Business: BGA Insurance Address: 255 Woodcliff Dr # 1-C, Fairport, NY, 14450-4219, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, working with Noble for Insurance guidance and support (2) Name of Business: Noble Wealth Partners Affiliate Holdings, LLC Address: 255 Woodcliff Dr Ste 1C, Fairport, NY, 14450-4219, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 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 (3) Name of Business: Weidner Group LLC Address: 255 Woodcliff Drive, Fairport, NY, 14450, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/12/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning (4) Name of Business: Weidner|Sorge Wealth Partners Address: 255 Woodcliff Dr Ste 1C, Fairport, NY, 14450-4219, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and owner. Weidner|Sorge is the DBA name used.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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