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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 |
| CA | RA | APPROVED | 2017-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Armonk | NY | 05/2016 | Present |
| Nyu | New York | NY | 08/2013 | Present |
| Raymond James Financial Services Advisor, Inc | Armonk | NY | 12/2017 | Present |
| Whole Foods | Danbury | CT | 01/2024 | 01/2025 |
(1)Name of Business: C & B Wealth Management Address: 20 Maple Ave, Armonk, NY, 10504, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/13/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Office Manager / Registered Rep (2)Name of Business: The Silverman Group Address: 20 Maple Ave, Armonk, NY, 10504, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/20/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: office manager registered representative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-02 |
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