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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2018-06-04 |
Branch Locations
1207 Delaware Avenue Suite 108, Buffalo, NY 14209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Buffalo | NY | 08/1996 | 04/2018 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 04/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Buffalo | NY | 04/2018 | Present |
| Excelsior Financial | Buffalo | NY | 04/2018 | Present |
(1)Name of Business: Excelsior Financial Address: 1207 Delaware Ave Ste 108, Buffalo, NY, 14209, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/27/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Support Company/DBA (2)Name of Business: The Saturn Club Address: 977 Delaware Ave., Buffalo, NY, 14209, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is a city club(similar to a country club) that is a non profit. I am on the board and am on the finance and membership committee. On the board & each committe we review and vote on issues that effect the club. I also am helping raise donations for the club's presevation society. (3)Name of Business: Unit 605 The Grand at Diamond Beach Address: 1207 Delaware Ave Ste 108, Buffalo, NY, 14209, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/27/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: All normal duties of running a rental property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-01 |
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