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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
200 Summit Lake Drive Suite 360, Valhalla, NY 10595 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Investment Counseling | Pittsburgh | PA | 10/2014 | 09/2020 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 10/2014 | 09/2020 |
| Federated Securities Corp. | New York | NY | 10/2014 | 09/2020 |
| Ameriprise Financial Services, Llc | Valhalla | NY | 09/2020 | 05/2025 |
| Raymond James Financial Services, Inc. | Valhalla | NY | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Valhalla | NY | 05/2025 | Present |
1) Name of Business: 3361 29th Street LLC Address: 124 Holly Place, Briarcliff Manor , NY, 10510, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/30/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: NSJC LLC Address: 200 Summit Lake Dr Ste 360, Valhalla, NY, 10595-1338, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: QuantumView Wealth Management Address: 200 Summit Lake Dr Ste 360, Valhalla, NY, 10595 Activity Type: Support Company - Owner/Non-Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2022 HPM: 81+ HPM trade hours: 41+ Duties:Financial Advisor and Financial Planner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-04 |
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