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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-11-24 |
Branch Locations
Merritt Island, FL • United States
8085 Spyglass Hill Road, Viera, FL 32940 • United States
1692 Hibiscus Boulevard, Melbourne, FL 32901 • 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 | Melbourne | FL | 09/2003 | Present |
| Raymond James Financial Services Advisors, Inc. | Melbourne | FL | 11/2009 | Present |
| Cpa Financial Enrichment Group Llc | Melbourne | FL | 02/2020 | Present |
| Cpa Financial Enrichment Group | Melbourne | FL | 03/2006 | Present |
| Whittaker Cooper Certified Public Accountants/Grennan Fender | Melbourne | FL | 02/2020 | 01/2025 |
(1)Name of Business: CPA Financial Enrichment Group Address: 1692 W Hibiscus Blvd, Melbourne, FL, 32901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/16/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company for Financial Business (2)Name of Business: CPA Financial Enrichment Group LLC Address: 1692 W Hibiscus Blvd, Melbourne, FL, 32901, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 02/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA for RJFS business. (3)Name of Business: Whittaker Dubois Investments Address: 10680 S Tropical Trail, Merritt Island, FL, 32952, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Only holds real estate building that is leased to my business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-12 |
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