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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-08 |
Branch Locations
1600 Moseley Road Suite 200, Victor, NY 14564 • United States
Fort Meyers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Victor | NY | 09/2000 | Present |
| Raymond James Financial Services Advisors Inc. | Victor | NY | 01/2009 | Present |
(1)Name of Business: Fairway Woods I condo association Address: 16450 Fairway Woods Dr, #604, Ft Myers, FL, 33908, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer, Director Investment Related: Yes Start Date: 12/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare budget, approve contracts and loans, authorize disbursements, move funds from different bank accounts, review bookeeping and financial statements. (2)Name of Business: Walker& Reynolds CPA's PC Address: 41 west main street honeoye falls ny 14472, honeoye falls, NY, 14472, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/11/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-16 |
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