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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Corning | NY | 04/2014 | 03/2021 |
| Wealth Strategies / Corning Federal Credit Union | Corning | NY | 01/2013 | 03/2021 |
| Doterra | Elmira | NY | 03/2017 | 05/2019 |
| Raymond James Financial Services Advisors Inc. | Corning | NY | 05/2018 | 03/2021 |
| The Leaders Group, Inc. | Littleton | CO | 04/2021 | 06/2023 |
| Raymond James Financial Services, Inc. | Corning | NY | 06/2023 | Present |
| Corning Federal Credit Union | Corning | NY | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Corning | NY | 10/2023 | Present |
| Bampa's House | Corning | NY | 02/2024 | 06/2025 |
| N/A | Emira | NY | 08/2026 | Present |
(1) Name of Business: Wealth Strategies/CCU Wealth Strategies/Corning Credit Union Wealth Strategies Address: 1 Credit Union Plz, Corning, NY, 14830-2857, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/20/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Operations Associate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-01 |
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