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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_RES | 2009-01-02 |
Branch Locations
333 Glen Head Rd Suite 200, Old Brookville, NY 11545 • United States
Sea Cliff, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mariner Advisers, Llc | Garden City | NY | 12/2005 | 11/2024 |
| Raymond James Financial Services, Inc | Old Brookville | NY | 01/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Old Brookville | NY | 01/2009 | Present |
| Mariner Llc | Garden City | NY | 12/2005 | 11/2024 |
(1)Name of Business: Address: 1225 Franklin Ave, Garden City, NY, 11530, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 07/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be renting out a home that I own. (2)Name of Business: Address: 333 Glen Head Road Suite 260, Old Borrkville , NY, 11545, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 07/18/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I sublet an office to another RJFS adviosr. We do not share any business, they do not have access to any files or client information. (3)Name of Business: North Shore Wealth Partners Address: 333 Glen Head Road, Old Brookville, NY, 11545, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/01/2016 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 will be branding under the name North Shore Wealth Partners. (4)Name of Business: NSWP, LLC Address: 333 Glen Head Road, Glen Head , NY, 11545, United States Activity Type: Business Owner Position/Title: Partner 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: This entity was setup to lease and opperate office space. I will use this space to run my RJFS practice, the entity it self will not have any buesiness. \nI will also be subleasing space to other RJF advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-01 |
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