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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Clarence | NY | 12/2004 | Present |
| Nasd | New York | NY | 09/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Clarence | NY | 01/2009 | Present |
| Scheff, Thompson, Cress Investment Group, Llc | Clarence | NY | 06/2012 | 10/2021 |
(1) Name of Business: Hi Low Real Estate Address: 9505 Main St, Clarence, NY, 14031, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the building my Rj office is in. (2) Name of Business: NA Address: 9832 Willowleaf Ct, Clarence Ctr, NY, 14032, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 09/26/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Panel member (3) Name of Business: Scheff Investment Group LLC Address: 9505 Main St, Clarence, NY, 14031, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (4) Name of Business: Scheff Liddell Wealth Group Address: 9505 Main Street, Clarence, NY, 14031, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO Investment Related: No Start Date: 10/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I am the Branch Manager of the support company for our RJFS business. (5) Name of Business: Temple Beth Tzedek Address: 1641 North forest Rd, Williamsville, NV, 14221, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 03/07/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Budgeting process and investment review from assets invested elsewhere.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-27 |
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