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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
100 Meridian Centre Suite 315, Rochester, NY 14618 • United States
Spencerport, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Rochester | NY | 04/2012 | Present |
(1) BROADSTONE NET LEASE, INC. ADDRESS: 530 CLINTON SQUARE,ROCHESTER, NY NATURE OF THE BUSINESS: PERSONAL/PRIVATE INVESTMENT POSITION/TITLE: PERSONAL/PRIVATE INVESTMENT INVESTMENT RELATED:YES START DATE: 06/11/2013 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: I WOULD BE AN INVESTOR IN BROADSTONE NET LEASE, INC. THERE ARE CURRENTLY OVER 600 SHAREHOLDERS IN THIS PRIVATE REIT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-01 |
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