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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | Amherst | NY | 07/2013 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | 08/2025 |
| Custom Wealth Strategies (Dba) | Depew | NY | 02/2017 | Present |
| Raymond James Financial Services, Inc. | Depew | NY | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Depew | NY | 08/2025 | Present |
Custom Wealth Strategies. Not investment related. Depew, NY. DBA / Support Company. Advisor. Started: 02/2017. 0 hours per month. 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-12 |
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