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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-03 |
Branch Locations
900 E Indiantown Road Suite 309, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Jupiter | FL | 01/2016 | Present |
| Frost Financial Services, Inc | Jupiter | FL | 06/2014 | Present |
(1) Name of Business: Frost Financial Services, Inc Address: 900 E Indiantown Rd Ste 309, Jupiter, FL, 33477, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/13/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: employee of support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-01 |
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