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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
| TX | RA | APPROVED | 2019-08-16 |
| CA | RA | APPROVED | 2017-11-13 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Waddell & Reed Inc | Torrance | CA | 03/2016 | 11/2017 |
| Raymond James Financial Services, Inc. | Torrance | CA | 11/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Torrance | CA | 11/2017 | Present |
(1) Name of Business: Address: 827 Bird Ave, Buffalo, NY, 14209, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/11/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consult with my wife who manages the property and tenants of the duplex. (2) Name of Business: 6506 E. Quaker RE, LLC Address: 6506 E. Quaker St, Orchard Park, NY, 14127, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/20/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 45% owner of the LLC which owns the property. Travis Alexander is managing member and co-owner at 55%. (3) Name of Business: BGA Insurance Address: 434 Delaware Ave, Buffalo, NY, 14202-1534, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 11/30/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Write fixed insurance thru BGA as my broker (4) Name of Business: CamFam Holdings, LLC Address: 827 Bird Ave, Buffalo, NY, 14209, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/30/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is the managing member of the entity. I have access to the entities bank account for bill payments. (5) Name of Business: CamFam Holdings, LLC Address: 20 Lakeridge South Dr, Orchard Park, NY, 14127, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property maintenance as needed. Pay utility and tax bills. (6) Name of Business: Lumen Wealth Group Address: 434 Delaware Ave, Buffalo, NY, 14202, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/08/2017 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 do my Raymond James Financial Advising practice under the name Lumen Wealth Group. This is just a DBA. (7) Name of Business: Noble Wealth Partners Affiliate Holdings, LLC Address: 434 Delaware Ave, Buffalo, NY, 14202-1534, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Oversee all aspects of day-to-day business, financials, growth and development. (8) Name of Business: Noble Wealth Partners, Inc Address: 434 Delaware Ave, Buffalo, NY, 14202, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/28/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Oversee all aspects of day-to-day business, financials, growth and development. (9) Name of Business: R49 Capital, LLC. Address: 20 Lakeridge South Dr., Orchard Park, NY, 14127, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/25/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner of the entity set up as a holding company that will own a commercial real estate property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-31 |
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