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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-14 |
| NY | RA | APPROVED | 2021-06-14 |
| NJ | RA | APPROVED | 2020-03-02 |
| TX | RA | APPROVED | 2020-02-19 |
Branch Locations
1055 Franklin Avenue Suite 200, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Company, Inc | Garden City | NY | 05/2009 | 02/2020 |
| Raymond James Financial Services, Inc. | Garden City | NY | 02/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Garden City | NY | 02/2020 | Present |
| Ten55 Wmg | Garden City | NY | 01/2020 | Present |
| Twl Wealth Advisory Group | Garden City | NY | 01/2020 | Present |
(1) Name of Business: Address: 1055 Franklin Avenue, Garden City, NY, 11530, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sales agent (2) Name of Business: Address: 1055 Franklin Avenue, Garden City, NY, 11530, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/02/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sales agent (3) Name of Business: Ten55 WMG Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4) Name of Business: TWL Wealth Advisory Group Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (5) Name of Business: Waypoint Wealth Management Group Address: 1055 Franklin Ave Ste 200, Garden City, NY, 11530-2903, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-12 |
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