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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-14
TX RA APPROVED_RES 2009-01-02
  • NY RA
    APPROVED
    Since 2021-06-14
  • TX RA
    APPROVED_RES
    Since 2009-01-02

Branch Locations

9505 Main Street, Clarence, NY 14031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2004 → Present
    Raymond James Financial Services, Inc
    Clarence, NY
  • 09/2006 → Present
    Nasd
    New York, NY
  • 01/2009 → Present
    Clarence, NY
  • 06/2012 → 10/2021
    Scheff, Thompson, Cress Investment Group, Llc
    Clarence, NY
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-26
S63 Uniform Securities Agent State Law Examination 1981-01-27
  • S65 Uniform Investment Adviser Law Examination
    2026-08-26
  • S63 Uniform Securities Agent State Law Examination
    1981-01-27

View on SEC IAPD

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