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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-21 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
700 Central Ave. Ste 302, St.PEtersburg, FL 33701 • 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. | St. Petersburg | FL | 11/2007 | 09/2024 |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 01/2009 | 09/2024 |
| Bluewater Financial | Saint Petersburg | FL | 11/2007 | 09/2024 |
| Lpl Financial Llc | Saint Petersburg | FL | 09/2024 | Present |
1- 09/2024 / RVTCHARWELL, Inc. / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 40 hrs mth / 8 hrs during trading / St Petersburg, FL / Start date: 09/30/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-05 |
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