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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-08 |
| NY | RA | APPROVED | 2022-04-08 |
| TX | RA | APPROVED | 2022-04-08 |
Branch Locations
434 Delaware Ave, Buffalo, NY 14202 • United States
Boston, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsville | NY | 04/2011 | 03/2022 |
| Bank Of America, N.A. | Williamsville | NY | 04/2012 | 03/2022 |
| Crux Wealth Advisors | Orchard Park | NY | 04/2022 | 08/2024 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 03/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 03/2022 | Present |
(1)Name of Business: Couldn't Be More DNB Address: 434 Delaware Avenue, Buffalo , NY, 14202, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 04/07/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide consulting services to clients (2)Name of Business: Deep in The Bush Adventures Canada LTD/ Bearpawoutfitters.ca Address: Kilometer 198 Hanson Lake Rd, Smeaton , SK, SOP OCO, Canada Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/21/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Guided Black Bear hunts in Saskatchewan Canada\nat my camp (3)Name of Business: Deep in the Bush Adventures, Inc./Jerome Enterprises Inc Address: 32 Swanson Lane, Forsyth, MT, 59327, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2008 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Book and Guide big game hunts\nMontana\nArgentina (4)Name of Business: Noble Wealth Partners Address: 434 Delaware Ave, Buffalo, NY, 14202-1534, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/20/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-15 |
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