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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 |
| NJ | RA | APPROVED | 2020-04-29 |
| TX | RA | APPROVED | 2020-04-27 |
Branch Locations
1055 Franklin Ave, Ste 200, Garden City, NY 11530 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Well Fargo Advisors | Garden City | NY | 08/1986 | 04/2020 |
| Raymond James Financial Services, Inc. | Garden City | NY | 04/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Garden City | NY | 04/2020 | Present |
| Di Silvio Wealth Management (Dwg) | Garden City | NY | 04/2020 | 03/2023 |
(1)Name of Business: Ten55WMG LLC Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DiSilvio Wealth Management Group (2)Name of Business: Waypoint Wealth Management Group Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530-2903, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-16 |
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