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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-09 |
| TX | RA | APPROVED | 2022-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2007 | 05/2022 |
| Raymond James Financial Services, Inc. | Panama City | FL | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Panama City | FL | 05/2022 | Present |
| Wegner Financial Services | Panama City | FL | 05/2020 | Present |
(1)Name of Business: Sweet Home Bay County Address: 2557 Huntcliff Ln, Panama City, FL, 32405, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/15/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: occasional maintenance on building and grounds (2)Name of Business: Wegner Financial Services Address: 2557 Huntcliff Ln, Panama City, FL, 32405-4902, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: paying bills and keeping up with receipts for business expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-14 |
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