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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-19
FL RA APPROVED 2009-03-31
  • TX RA
    APPROVED_RES
    Since 2020-03-19
  • FL RA
    APPROVED
    Since 2009-03-31

Branch Locations

2645 Executive Park Dr, Weston, FL 33331 • United States

Boynton Beach, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Weston FL 04/2004 Present
Raymond James Financial Services Advisors, Inc Weston FL 01/2009 Present
Previous Registrations
Other Businesses

(1)Name of Business: Craig Steven Donner Address: 2645 Executive Park Drive, Weston, FL, 33331, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/15/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Services (2)Name of Business: Craig Steven Donner Address: 2645 Executive Park Drive Weston, FL 33326, Weston, FL, 33326, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/15/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (3)Name of Business: Falcon Wealth Management Address: 2645 Executive Park Drive, Weston, FL, 33331, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company since joining RJFS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-24
S63 Uniform Securities Agent State Law Examination 1997-03-17
  • S65 Uniform Investment Adviser Law Examination
    1997-03-24
  • S63 Uniform Securities Agent State Law Examination
    1997-03-17
Other Names
  • Craig S Donner

View on SEC IAPD

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