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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Corning | NY | 10/2021 | Present |
| Corning Credit Union | Corning | NY | 10/2021 | Present |
| Cheming Canal Trust Company | Elmira | NY | 04/2021 | 09/2021 |
| Cheming Canal Trust Co | Elmira | NY | 05/2016 | 04/2021 |
| Wealth Strategies | Corning | NY | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Corning | NY | 11/2021 | Present |
| Elmira City School District | Elmira | NY | 03/2016 | Present |
| Corning Federal Credit Union | Corning | NY | 10/2021 | Present |
| Wealth Strategies/Ccu Wealth Strategies | Corning | NY | 10/2021 | Present |
(1)Name of Business: Wealth Strategies / CCU Wealth Strategies Address: One Credit Union Plaza, Corning, NY, 14830, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/04/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-10-19 |
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