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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Depew | NY | 04/2014 | 03/2022 |
| Raymond James Financial Services, Inc | Buffalo | NY | 03/2022 | Present |
| Crux Wealth Advisors Llc | Buffalo | NY | 06/2022 | 11/2022 |
| Raymond James Financial Services Advisors, Inc | Buffalo | NY | 10/2022 | Present |
| 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: 02/22/2022Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Services Manage rServices.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-15 |
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