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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
400 Meridian Centre Blvd Suite 115, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 12/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 03/2025 |
| Commonwealth Financial Network | Waltham | NY | 03/2025 | 08/2026 |
| Angelo Planning Group | Rochester | NY | 03/2025 | 08/2026 |
| American Portfolios Advisors, Inc | Holbrook | NY | 12/2010 | 10/2024 |
| Raymond James Financial Services Advisors, Inc. | Rochester | NY | 08/2026 | Present |
| Raymond James Financial Services, Inc. | Rochester | NY | 08/2026 | Present |
| Harris Wealth Management | Rochester | NY | 08/2026 | Present |
(1)Name of Business: Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 07/26/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sale of fixed insurance products. (2)Name of Business: 2590 Group LLC Address: 2590 Brighton-Henrietta Town Line Rd, Rochester, NY, 14534, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/26/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: B & L Wealth Management LLC Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/26/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This entity is in place to pay bills for Harris Wealth Management LLC. It's a pass through tax entity. (4)Name of Business: Harris Wealth Partners Address: 400 Meridian Centre Blvd Ste 115, Rochester, NY, 14618, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Business Owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-19 |
| S66 | Uniform Combined State Law Examination | 2006-11-02 |
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