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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-12 |
| NY | RA | APPROVED | 2022-09-29 |
Branch Locations
480 Broadway Suite 332, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 08/2005 | 10/2019 |
| Cantella & Co., Inc. | Malden | MA | 10/2019 | 09/2022 |
| Raymond James Financial Services, Inc. | Saratoga Springs | NY | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Saratoga Springs | NY | 09/2022 | Present |
| Aurora Wealth Advisory | Saratoga Springs | NY | 09/2022 | Present |
(1)Name of Business: Address: 480 Broadway Ste 332, Saratoga Springs, NY, 12866-2230, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/31/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: potential sales of non variable life insurance or annuities to clients (2)Name of Business: Aurora Wealth Advisory Address: 480 Broadway Ste 332, Saratoga Springs, NY, 12866-2230, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-22 |
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