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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-26 |
| NY | RA | APPROVED | 2021-06-14 |
| NJ | RA | APPROVED | 2020-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jason C. Fu | Flushing | NY | 06/2014 | 03/2020 |
| Raymond James Financial Services, Inc. | Smithtown | NY | 03/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Smithtown | NY | 03/2020 | Present |
| Axa Advisors, Llc. | New York | NY | 03/2016 | 03/2020 |
(1)Name of Business: Hendel Wealth Management Group Address: 95 Smithtown Blvd, Smithtown, NY, 11787-5117, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor helping to service firm clients and soliciting new business for the firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-28 |
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