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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-26 |
| TX | RA | APPROVED | 2022-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planner Financial Services | Scottsdale | AZ | 08/2001 | 09/2022 |
| Michael Emser Wealth Management Group | Williamsville | NY | 01/1999 | 10/2016 |
| Wealth Future, Inc. | Williamsville | NY | 12/2015 | Present |
| Raymond James Financial Services, Inc. | Buffalo | NY | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Buffalo | NY | 09/2022 | Present |
| Crux Wealth Advisors, Llc | Williamsville | NY | 09/2022 | 04/2023 |
(1)Name of Business: Plail Wealth Management Address: 2306 Wehrle Dr, Williamsville, NY, 14221-7021, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I consult with clients and assist with financial planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-23 |
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