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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 2026-03-06
  • NY RA
    APPROVED
    Since 2026-03-06

Branch Locations

11 Sunset Drive, Latham, NY 12110 • 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. Latham NY 09/2025 Present
Dick's Sporting Goods New Hartford NY 05/2023 Present
Edgewood Country Club Pittsburgh NY 09/2024 02/2025
Chanatry's Utica NY 01/2021 08/2022
Cg Capital New Hartford NY 05/2023 08/2024
Duquesne University Pittsburgh PA 08/2022 05/2025
Whitesboro Middle School Whitesboro NY 01/2015 06/2018
Whitesboro High School Marcy NY 09/2018 06/2022
Commonwealth Financial Network New Hartford NY 05/2023 07/2025
Raymond James Financial Services Advisors, Inc Latham NY 03/2026 Present
  • 09/2025 → Present
    Raymond James Financial Services, Inc.
    Latham, NY
  • 05/2023 → Present
    Dick's Sporting Goods
    New Hartford, NY
  • 09/2024 → 02/2025
    Edgewood Country Club
    Pittsburgh, NY
  • 01/2021 → 08/2022
    Chanatry's
    Utica, NY
  • 05/2023 → 08/2024
    Cg Capital
    New Hartford, NY
  • 08/2022 → 05/2025
    Duquesne University
    Pittsburgh, PA
  • 01/2015 → 06/2018
    Whitesboro Middle School
    Whitesboro, NY
  • 09/2018 → 06/2022
    Whitesboro High School
    Marcy, NY
  • 05/2023 → 07/2025
    Commonwealth Financial Network
    New Hartford, NY
  • 03/2026 → Present
    Latham, NY
Other Businesses

(1)Name of Business: Kelton Financial Group Address: 11 Sunset Dr, Latham, NY, 12110-2103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/07/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Employee

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-24
  • S66 Uniform Combined State Law Examination
    2026-02-24
Other Names
  • Jacob Coughlin

View on SEC IAPD

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