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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 2021-07-08
  • NY RA
    APPROVED
    Since 2021-07-08

Branch Locations

9505 Main Street, Clarence, NY 14031 • 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
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
  • 02/2006 → Present
    Raymond James Financial Services, Inc.
    Clarence, NY
  • 01/2009 → Present
    Raymond James Financial Services Advisory, Inc.
    Clarence, NY
  • 01/2013 → Present
    Scheff Liddell Wealth Group
    Clarence, NY
  • 01/2016 → 12/2018
    Good Neighbor Dog Walkers
    Williamsville, NY
  • 06/2012 → Present
    Scheff Investment Group, Llc
    Clarence, NY
Other Businesses

(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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-11-20
  • S63 Uniform Securities Agent State Law Examination
    1990-11-20

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