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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-12-19 |
| PA | RA | APPROVED | 2024-12-19 |
| TX | RA | APPROVED | 2012-12-11 |
| AL | RA | APPROVED | 2012-08-17 |
| GA | RA | APPROVED | 2009-02-23 |
Branch Locations
999 Peachtree Street Ne Suite 400, Atlanta, GA 30309 • United States
Reading, PA • United States
Lewes, DE • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Roswell | GA | 02/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Roswell | GA | 02/2009 | Present |
(1) Name of Business: AMB Financial Services Address: 999 Peachtree St NE Ste 400, Atlanta, GA, 30309-4426, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA name, asset management and retirement planning (2) Name of Business: Anthony M Bondoch & Associates, Llc Address: 1201 peachtree st ne suite 200 , atlanta, GA, 30361, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/14/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: soliciting clients on non-variable insurance products (3) Name of Business: Anthony M Bondoch & Associates, LLC Address: 205 7th st ne , atlanta, GA, 30308, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/15/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: managing director (4) Name of Business: Bondoch, Rosemarie Address: 205 7TH ST NE , ATLANTA, GA, 30308, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 10/23/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. DELAWARE DURABLE PERSONAL POWER OF ATTORNEY FOR MOTHER (5) Name of Business: Bonz & Associates LLC Address: 124 w pine st , missoula, MT, 59802, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/27/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: holding company for investing in real and personal property in Montana
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-12 |
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