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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-03
  • NY RA
    APPROVED
    Since 2026-08-03

Branch Locations

400 Meridian Centre Blvd Ste 115, Rochester, NY 14618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2010 → 03/2017
    Metlife Securities Inc.
    Rochester, NY
  • 07/2016 → 03/2025
    Massachusetts Mutual Life Insurance Company
    Rochester, NY
  • 03/2017 → 07/2020
    Mml Investors Services, Llc
    Rochester, NY
  • 07/2020 → 10/2024
    American Portfolios Financial Services Inc.
    Holbrook, NY
  • 10/2024 → 03/2025
    Scottsdale, AZ
  • 03/2025 → 08/2026
    Waltham, MA
  • 03/2025 → 08/2026
    Angelo Planning Group
    Rochester, NY
  • 08/2026 → Present
    Rochester, NY
Previous Registrations
  • 2025-03-31 → 2026-08-17
    Rochester, NY
    Rochester, NY
    Waltham, MA
  • 2024-10-11 → 2025-04-07
    Scottsdale, AZ
    Rochester, NY
  • 2021-10-25 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-21
S63 Uniform Securities Agent State Law Examination 2011-02-17
  • S65 Uniform Investment Adviser Law Examination
    2021-10-21
  • S63 Uniform Securities Agent State Law Examination
    2011-02-17
Other Names
  • Connie Lynn Dildine
  • Connie Lynn Camidge
  • Connie Gilderhus
  • Connie L Gilderhus

View on SEC IAPD

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