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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-07 |
Branch Locations
3880 Veterans Memorial Hwy Ste 203, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Melville | NY | 01/2015 | 03/2025 |
| Raymond James Financial Services, Inc. | Bohemia | NY | 03/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Bohemia | NY | 03/2025 | Present |
| Wayfinder Wealth Management | Bohemia | NY | 03/2025 | Present |
(1)Name of Business: Address: 3880 Veterans Memorial Hwy, Bohemia, NY, 11716-1017, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/05/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Independent Insurance Brokering with National Life Group (2)Name of Business: Address: 3880 Veterans Memorial Hwy, Bohemia, NY, 11716-1017, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Various Independent Individual or Group Insurance Brokering for ancillary benefits: Health, Life, Disability, Dental, Vision, Medicare Supplemental for individuals and business owners (3)Name of Business: KRossy Ventures, LLC Address: 3880 Veterans Memorial Hwy, Bohemia, NY, 11716-1017, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Business Management (4)Name of Business: Wayfinder Wealth Management Address: 3880 Veterans Memorial Hwy, Bohemia, NY, 11716-1017, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Director - 40% Partner (5)Name of Business: Wayfinder Wealth Management, LLC Address: 3880 Veterans Memorial Hwy, Bohemia, NY, 11716-1017, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Business Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-11 |
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