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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-14 |
| NY | RA | APPROVED | 2021-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clarence | NY | 07/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Clarence | NY | 11/2016 | Present |
(1) Name of Business: Erie1 Boces Education foundation Address: 124D Northill Dr, Williamsville, NY, 14221, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 08/27/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: At large board member, helping allocate resources to the boces schools in the area and fundraising (2) Name of Business: Scheff Investment Group LLC Address: 9505 Main St, Clarence, NY, 14031-1914, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor/ 5% owner (3) Name of Business: Scheff Liddell Wealth Group Address: 9505 Main St, Clarence, NY, 14031-1914, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner at the firm. Work as a financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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