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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-05-08 |
| FL | RA | APPROVED | 2011-05-12 |
Branch Locations
10752 Deerwood Park Blvd. Suite 100, Jacksonville, FL 32256 • 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 | Jacksonville | FL | 03/2011 | Present |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 05/2011 | Present |
| Seaside Planning & Investments | Jacksonville | FL | 01/2025 | Present |
| Pentas Wealth Management, Llc | Jacksonville | FL | 05/2016 | 01/2025 |
(1)Name of Business: SEASIDE PLANNING & iNVESTMENTS Address: 10752 Deerwood Park Blvd Ste 100, Jacksonville, FL, 32256-4846, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: RJ FID INDEPENDENT BRANCH OWNER/FA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-01 |
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