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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Clarence | NY | 02/2006 | Present |
| Raymond James Financial Services Advisory, Inc. | Clarence | NY | 01/2009 | Present |
| Scheff Liddell Wealth Group | Clarence | NY | 01/2013 | Present |
| Good Neighbor Dog Walkers | Williamsville | NY | 01/2016 | 12/2018 |
| Scheff Investment Group, Llc | Clarence | NY | 06/2012 | Present |
(1)Name of Business: Address: 9505 main st clarence ny 14031, clarence, NY, 14031, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/13/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee of Irr trust for mother (2)Name of Business: COLE HENRY Address: 9505 Main St, Clarence, NY, 14031, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 10/27/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: trustee (3)Name of Business: Scheff Investment Group, LLC Address: 9505 Main St, Clarence, NY, 14031, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment Broker (4)Name of Business: Scheff Liddell Wealth Group Address: 9505 Main St, Clarence, NY, 14031, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/10/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Broker
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-20 |
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