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812 North Woodland Blvd., Deland, FL 32720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| FL | RA | APPROVED | 2002-01-11 |
Branch Locations
Fleishel Financial Assoc., Inc. 812 N. Woodland Blvd, Deland, FL 32720 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-11 |
| FL | RA | APPROVED | 2013-07-09 |
Branch Locations
812 North Woodland Boulevard, Deland, FL 32720 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fleishel Financial Assoc. Inc. | Deland | FL | 10/1990 | Present |
| Raymond James Financial Services, Inc. | Deland | FL | 04/1991 | Present |
| Planned Giving | Deland | FL | 01/2006 | 01/2018 |
| Raymond James Financial Services Advisors Inc. | Deland | FL | 07/2013 | Present |
(1)Name of Business: Address: 812 N Woodland Blvd, Deland, FL, 32720-2709, United States Activity Type: Other Position/Title: Author Investment Related: no Start Date: 04/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Conducting book sales via Amazon Direct (2)Name of Business: Address: 4510 Olde Isle Grove, DeLeon Springs, FL, 32130, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pasture Management and Hay sales (3)Name of Business: Fleishel Financial Associates, Inc. Address: 812 N Woodland Blvd, Deland, FL, 32720, United States Activity Type: Independent RIA Position/Title: Advisor, Owner/Proprietor Investment Related: Yes Start Date: 10/24/1990 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Planning, Investment Advisory
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-19 |
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