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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
700 Central Ave. Ste 302, St.PEtersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Lakewood Ranch | FL | 09/2016 | 09/2024 |
| Wealth Service Team | Lakewood Ranch | FL | 09/2016 | 10/2018 |
| Seminole Wind Investments Llc | Holmes Beach | FL | 04/2018 | Present |
| Raymond James Finaqncial Services,Inc. | Bradenton | FL | 09/2016 | 09/2024 |
| Lpl Finacial Llc | St. Petersburg | FL | 09/2024 | Present |
| Ameriprise Financial Services Inc | Sarasota | FL | 02/2011 | 09/2016 |
1.09/30/2024; Notary; Notary; Investment Related; at Reported Business Location(s); Start Date 02/01/2021; 2hrs/mth; 0hrs during trading 2.09/30/2024; seminole Wind Investments LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Holmes Beach, FL; Start Date 11/01/2021; 0hrs/mth; 0hrs during trading 3.09/30/2024; David Zaccagnino LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Holmes Beach, FL; Start Date 09/30/2024; 120hrs/mth; 30hrs during trading 4.05/18/2026; City of Holmes Beach; Politics/ Government; Not Investment Related; Holmes Beach, FL; Start Date 11/03/2026; 10hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-31 |
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