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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-06 |
Branch Locations
9720 Stirling Road Suite 210, Hollywood, FL 33024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Ft. Lauderdale | FL | 04/2018 | 05/2023 |
| Z Wealth Solutions | Weston | FL | 06/2016 | 03/2018 |
| Morgan Stanley | Aventura | FL | 05/2023 | 12/2023 |
| Raymond James Financial Services, Inc. | Hollywood | FL | 12/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Hollywood | FL | 12/2023 | Present |
(1)Name of Business: Bitnar and Associates Financial Group Address: 9720 Stirling Rd Ste 210, Hollywood, FL, 33024-8015, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company for RJFS related business: provide ongoing daily administrative and operational support. Maintain proactive, professional communication with clients to ensure an excellent client experience.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-03 |
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