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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-01 |
Branch Locations
100 Meridian Centre Suite 315, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc. | Rochester | NY | 08/1995 | 03/2022 |
| Tiaa | Rochester | NY | 08/1995 | 03/2022 |
| Raymond James & Associates, Inc. | Rochester | NY | 04/2022 | Present |
| Fc Dynamo Roc | Rochester | NY | 04/2022 | Present |
(1) Name of Business: Address: 222 Pelham , RD, NY, 14610, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/24/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own two investment properties (2) Name of Business: DaizyBug LLc Address: 222 Pelham RD, Rochester, NY, 14610, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/24/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the co-owner of an LLC. I have one partner and we own three real estate properties that we rent. (3) Name of Business: DaizyBug LLC Address: 222 Pelham Rd, Rochester, NY, 14610, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 07/31/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own rental properties- rent apartments and maintain
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-06 |
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