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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Corning | NY | 02/2013 | Present |
| Corning Credit Union | Corning | NY | 10/2007 | Present |
| Raymond James Financial Services Advisors Inc. | Corning | NY | 07/2016 | Present |
| Corning Credit Union | Corning | NY | 05/2013 | Present |
| Wealth Strategies | Corning | NY | 05/2019 | Present |
(1) Name of Business: Wealth Strategies (We also use Corning Credit Union Wealth Strategies/CCU Wealth Strategies Address: 1 Credit Union Plz, Corning, NY, 14830, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/09/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-21 |
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