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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-02 |
Branch Locations
9995 Gate Parkway Suite 300, Jacksonville, FL 32246 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Jacksonsville Beach | FL | 06/2011 | 01/2021 |
| Raymond James Financial Services Inc. | Jacksonville | FL | 01/2021 | Present |
| Raymond James Financial Services Advisors | Jacksonville | FL | 01/2021 | Present |
| Agility Wealth Management | Jacksonville | FL | 01/2021 | Present |
| Kevin D Maher Llc | Jacksonville | FL | 01/2021 | Present |
(1)Name of Business: Agility Wealth Management Address: 9995 Gate Pkwy Ste 300, Jacksonville, FL, 32246-1897, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/29/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: BCW Financial Consultants, LLC Address: 9995 Gate Pkwy Ste 300, Jacksonville, FL, 32246-1897, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/29/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Kevin D Maher LLC Address: 9995 Gate Pkwy N Ste 300, Jacksonville, FL, 32246-1897, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/29/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is the holding account for payments from RJ, generated through normal course of business, net of all overhead costs paid by our OSJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-23 |
| S66 | Uniform Combined State Law Examination | 2001-08-14 |
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