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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-22 |
| AL | RA | APPROVED | 2012-10-23 |
| FL | RA | APPROVED | 2009-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Ocala | FL | 01/2009 | Present |
| Ergle Financial Services, Inc. | Ocala | FL | 06/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Ocala | FL | 01/2010 | Present |
| Ergle Furlong Financial Advisors | Ocala | FL | 04/2020 | 12/2022 |
| Ergle Financial Services | Ocala | FL | 06/2009 | Present |
(1)Name of Business: Ergle Financial Services Address: 680 SE 31st St, Ocala, FL, 34471, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 06/02/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-27 |
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