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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-06 |
| TX | RA | APPROVED_RES | 2021-07-30 |
Branch Locations
3300 Pga Blvd. Suite 970, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 07/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Palm Beach Gardens | FL | 07/2021 | Present |
| Helius Wealth Management | Palm Beach Gardens | FL | 07/2021 | Present |
| Jarac Holdings, Llc. | Palm Beach Gardens | FL | 02/2021 | Present |
| Ameriprise Financial Services, Inc. | W Conshocken | PA | 01/2001 | 07/2021 |
(1) Name of Business: The Cornell Group Address: 3300 Pga Blvd Ste 970, Palm Beach Gardens, FL, 33410-2888, United States Activity Type: Business Owner Position/Title: Officer - CEO, Owner/Proprietor Investment Related: No Start Date: 04/15/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Day to day management of office and employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-12 |
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