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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 2025-04-10
  • NY RA
    APPROVED
    Since 2025-04-10

Branch Locations

95 Smithtown Blvd, Smithtown, NY 11787 • 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
Student East Setauket NY 09/2017 05/2024
Raymond James Financial Services, Inc. Smithtown NY 05/2024 Present
Student East Setauket NY 09/2014 06/2017
Raymond James Financial Services Advisors, Inc Smithtown NY 04/2025 Present
  • 09/2017 → 05/2024
    Student
    East Setauket, NY
  • 05/2024 → Present
    Raymond James Financial Services, Inc.
    Smithtown, NY
  • 09/2014 → 06/2017
    Student
    East Setauket, NY
  • 04/2025 → Present
    Smithtown, NY
Other Businesses

(1)Name of Business: Hendel Wealth Management Group Address: 95 Smithtown Blvd, Smithtown, NY, 11787-5117, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/28/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Financial Advisor. Service existing clients and development of my own client base

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-04
  • S66 Uniform Combined State Law Examination
    2025-04-04

View on SEC IAPD

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