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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| FL | RA | APPROVED | 2009-03-31 |
Branch Locations
2645 Executive Park Dr, Weston, FL 33331 • United States
Boynton Beach, FL • 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 | Weston | FL | 04/2004 | Present |
| Raymond James Financial Services Advisors, Inc | Weston | FL | 01/2009 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-17 |
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