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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-04 |
| NY | RA | APPROVED | 2021-03-05 |
Branch Locations
434 Delaware Ave Suite Csg, Buffalo, NY 14222 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Invst-Lpl | Buffalo | NY | 05/2012 | 09/2016 |
| Key Investment Services | Buffalo | NY | 09/2016 | 02/2021 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 03/2021 | Present |
| Lovin This Pace Inc | Buffalo | NY | 02/2021 | Present |
| Crux Wealth Advisors | Buffalo | NY | 03/2021 | 11/2022 |
| Bill Pack Llc, Assumed Name: Cirocco Smith Group | Buffalo | NY | 03/2021 | Present |
| Noble Wealth Partners | Buffalo | NY | 12/2023 | Present |
(1) Name of Business: 40 Madison Ellicottville LLC Address: 27 Argyle Park, Buffalo , NY, 14731, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/08/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: respond to requests for weekend rentals or month-long rentals, coordinate cleaning service, repairs, pay utilities, taxes, other bills (2) Name of Business: 434 Delaware RE LLC Address: 27 Argyle Pk, Buffalo, NY, 14222, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 01/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: Bill Pack LLC, Assumed Name: Cirocco Smith Group Address: 434 Delaware Ave, Buffalo, NY, 14202, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Majority Partner in this legal entity which processes expenses and revenue for tax purposes of my financial planning practice through Raymond James (4) Name of Business: Lovin This Pace Inc Address: 434 Delaware Ave, Buffalo, NY, 14202-2215, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/10/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor- Maintaining balances from income and payment of expenses. Managing Tax- Deductible expenses and networking endeavors (5) Name of Business: No formal name: rental unit in my main residence which i own Address: 27 Argyle Pk, Buffalo, NY, 14222, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/14/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I reside in upper unit of my home address, I rent out the lower unit. Responsibilities include repairs, renovations, and care-taking (6) Name of Business: Noble Wealth Partners Address: 434 Delaware Ave, Buffalo, NY, 14202-1534, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/04/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (7) Name of Business: The Pit 1190 LLC Address: 1190 Maryvale Dr. , Buffalo, NY, 14225, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/12/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: place permanent tenant for 12- 24 month lease (upper unit), coordinate renovations or repairs, reply to messages for Airbnb rental requests (lower unit).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-19 |
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