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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-22 |
| FL | RA | APPROVED | 2020-11-03 |
Branch Locations
8751 W. Broward Blvd. Suite 108, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Plantation | FL | 05/1997 | 10/2020 |
| Raymond James Financial Services, Inc. | Plantation | FL | 10/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Plantation | FL | 10/2020 | Present |
| Wealth Investment Group | Plantation | FL | 10/2020 | Present |
(1)Name of Business: Wealth Investment Group Address: Plantation, FL, 33323, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 10/20/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA-Wealth Investment Group
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-21 |
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