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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-08 |
| NY | RA | APPROVED | 2022-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Buffalo | NY | 07/2014 | 09/2016 |
| First Niagara Bank | Lockport | NY | 08/2012 | 09/2016 |
| Keybank | Snyder | NY | 09/2016 | 12/2016 |
| Key Investment Services Llc | Cheekotwaga | NY | 12/2016 | 05/2017 |
| Lpl Financial Llc | Lackawanna | NY | 06/2017 | 07/2022 |
| Raymond James Financial Services, Inc. | Orchard Park | NY | 07/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Orchard Park | NY | 07/2022 | Present |
| Crux Wealth Advisors | Buffalo | NY | 07/2022 | 05/2024 |
| Rise Fitness Studio | Hamburg | NY | 02/2019 | Present |
(1)Name of Business: 44B LLC Address: 217 Linwood Ave, Buffalo, NY, 14209, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/22/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Services Business Owner. Financial planning, insurance planning, advice related business, etc. (2)Name of Business: Accreux Wealth Management Address: 217 Linwood Ave, Buffalo, NY, 14209-2027, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/03/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner within firm. (3)Name of Business: Buffalovebirds Address: 12 Airmont Dr, Orchard Park, NY, 14127, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Social media management, paid advertising / promotions, social media consulting. (4)Name of Business: Resolute Wealth Planning Address: 217 Linwood Ave, Buffalo, NY, 14209, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/24/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Management and Financial planning services. (5)Name of Business: Riggs Wolfpack Realty LLC Address: 4936 Ellicott Rd , Orchard Park, NY, 14127, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/28/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Recently purchased a commercial building that will be the new location for my independent financial services business at Raymond James aka Resolute Wealth Planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-15 |
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