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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-03 |
Branch Locations
217 Linwood Ave. Lower Level, Buffalo, NY 14209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Buffalo | NY | 07/2024 | Present |
| Unemployed | Dallas | TX | 05/2024 | 07/2024 |
| Eagle Financial Group | Frisco | TX | 08/2023 | 05/2024 |
| Unemployed | Dallas | TX | 06/2023 | 08/2023 |
| Nch Corporation / Certified Labs | Irving | TX | 06/2012 | 06/2023 |
| Raymond James Financial Services Advisors, Inc | Buffalo | NY | 12/2024 | Present |
| Huntington Learning Center | Williamsville | NY | 08/2025 | Present |
(1)Name of Business: Accreux Wealth Management Address: 217 Linwood Ave Lowr Level, Buffalo, NY, 14209-2027, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor / Client Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
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