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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-23 |
| NY | RA | APPROVED | 2025-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Camillus | NY | 09/2012 | 03/2020 |
| Key Investment Services Llc | Syracuse | NY | 03/2020 | 09/2021 |
| Raymond James | Rochester | NY | 10/2021 | 03/2023 |
| Raymond James Financial Services Advisors, Inc. | Fairport | NY | 10/2021 | 03/2023 |
| Acsia Partners, Llc | Woodinville | WA | 03/2023 | 02/2024 |
| Cadaret Grant & Co., Inc. | Syracuse | NY | 02/2024 | Present |
| Transamerica Financial Advisors, Llc | Cedar Rapids | IA | 04/2025 | Present |
| Wfgia | Cedar Rapids | IA | 04/2025 | Present |
As employee of Transamerica Financial Advisors, may perform home office functions for other business units
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-27 |
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