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6475 1St Ave South, St. Petersburg, FL 33707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-28 |
| TX | RA | APPROVED_RES | 2023-04-19 |
| CA | RA | APPROVED | 2023-04-18 |
Branch Locations
6475 1St Ave South, St. Petersburg, FL 33707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Gloversville | NY | 06/2015 | 09/2016 |
| First Niagara Bank | Gloversville | NY | 05/2015 | 09/2016 |
| Key Investment Services Llc | Albany | NY | 09/2016 | 03/2017 |
| Keybank | Catskill | NY | 09/2016 | 03/2017 |
| Allstate Insurance Co | Johnstown | NY | 04/2017 | 08/2017 |
| Transamerica Retirement Solutions | St. Petersburg | FL | 12/2017 | 04/2023 |
| Transamerica Investors Securities Corporation | St. Petersburg | FL | 12/2017 | 04/2023 |
| Unemployed | Johnstown | NY | 08/2017 | 12/2017 |
| Transamerica Financial Advisors, Inc | St Petersburg | FL | 08/2019 | 04/2023 |
| World Financial Group, Inc. | St Petersburg | FL | 08/2019 | 04/2023 |
| Transamerica Investors Securities Corp | St Petersburg | FL | 12/2017 | 08/2019 |
| Allstate Financial Services, Llc | Albany | NY | 04/2017 | 08/2017 |
| Key Investment Services | Gloversville | NY | 09/2016 | 03/2017 |
| First Niagara Investment Svces/Lpl Financial Llc | Gloversville | NY | 05/2015 | 09/2016 |
| Unemployed | Johnstown | NY | 08/2017 | 12/2017 |
| Transamerica Retirement Solutions | St Petersburg | FL | 12/2017 | 08/2019 |
| Key Bank | Catskill | NY | 09/2016 | 03/2017 |
| Lpl Financial | Gloversville | NY | 06/2015 | 09/2016 |
| Yale Capital Corp | St. Petersburg | FL | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-31 |
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