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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-03 |
Branch Locations
400 Meridian Centre Blvd Ste 115, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Rochester | NY | 11/2010 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Rochester | NY | 07/2016 | 03/2025 |
| Mml Investors Services, Llc | Rochester | NY | 03/2017 | 07/2020 |
| American Portfolios Financial Services Inc. | Holbrook | NY | 07/2020 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | 08/2026 |
| Angelo Planning Group | Rochester | NY | 03/2025 | 08/2026 |
| Raymond James Financial Services Advisors, Inc. | Rochester | NY | 08/2026 | Present |
(1)Name of Business: Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/30/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: insurance agent (2)Name of Business: B&L Wealth Management LLC Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC formed strictly for payroll and office expense reporting (3)Name of Business: Harris Wealth Partners Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/02/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing partner with Todd Harris as Principal
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-17 |
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