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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Nyack | NY | 03/1999 | 08/2020 |
| Kestra Investment Services, Llc | New City | NY | 08/2020 | 03/2024 |
| Berk Wealth Management | New City | NY | 08/2020 | 04/2026 |
| Kestra Advisory Services, Llc. | New City | NY | 08/2020 | 02/2024 |
| Osaic Wealth, Inc. | Boca Raton | FL | 03/2024 | 04/2026 |
| Raymond James Financial Services Inc. | New City | NY | 04/2026 | Present |
| Raymond James Financial Services Advisors Inc. | New City | NY | 04/2026 | Present |
(1) Name of Business: Majestic Capital Group Address: 245 S Main St Ste 515, New City, NY, 10956, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA used for financial advisory services.\n (2) Name of Business: RESNICK & NEWMAN Address: 120 White Plains Road, Tarrytown, NY, 10591, United States Activity Type: Accounting/CPA Position/Title: Other Investment Related: No Start Date: 08/31/2003 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: What is your role in relation to this activity? Consulting\n\nBasic tax preparation and accounting.\n
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-04-21 |
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