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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED | 2025-09-03 |
Branch Locations
1240 Winnowing Way Unit 102, Mount Pleasant, SC 29466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mount Pleasant | SC | 11/2010 | 09/2025 |
| Independent Financial Partners | La Jolla | CA | 10/2010 | 12/2018 |
| Integrated Wealth Concepts Llc | Mount Pelasant | SC | 12/2018 | 12/2020 |
| Raymond James Financial Services Inc. | Mount Pleasant | SC | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Mount Pleasant | SC | 09/2025 | Present |
| Invested Consulting Inc. | Mount Pleasant | SC | 06/2012 | Present |
(1) Name of Business: Invested Consulting, Inc. Address: 1240 Winnowing Way, Suite 102, Mount Pleasant, SC, 29466-7531, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - CEO, Officer - President Investment Related: No Start Date: 05/01/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-12 |
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