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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Buffalo | NY | 02/2021 | Present |
| Crux Wealth Advisors, Llc | Buffalo | NY | 02/2021 | 11/2022 |
| Merrill Lynch Pierce Fenner & Smith Inc. | Buffalo | NY | 10/2017 | 02/2021 |
| Key Bank | Lockport | NY | 03/2017 | 10/2017 |
| Kaleida Health | Buffalo | NY | 02/2015 | 12/2016 |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 10/2021 | Present |
| Noble Wealth Partners | Buffalo | NY | 05/2023 | 05/2025 |
Name of Business: Plail Wealth Management, Address:434 Delaware Ave., Buffalo, NY,14202, Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee, Investment Related: No Start Date: 02/12/2021, HPM: 81 HPM trade hours: 41 Duties: Ongoing Client Servicing/Support, financial planning, investment management, overall operations within the team, and marketing/brand management..
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
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