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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | Williamsville | NY | 11/2013 | 02/2021 |
| Raymond James Financial Services, Inc. | Buffalo | NY | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 02/2021 | Present |
| Crux Wealth Advisors, Llc | Buffalo | NY | 02/2021 | 11/2022 |
| Noble Wealth Partners | Buffalo | NY | 05/2023 | 05/2025 |
Plail Wealth Management, Inc. Address: 434 Delaware Ave, STE 1, Buffalo, NY, 14202, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/12/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Services Manager, administrative support and services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-13 |
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