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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-11 |
| FL | RA | APPROVED | 2009-12-21 |
Branch Locations
409 South Pasadena Avenue, St. Petersburg, FL 33707 • 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 | 11/2009 | Present |
| Raymond James Financial Services Advisors | St. Petersburg | FL | 11/2009 | Present |
(1)Name of Business: Kirk Wealth Group Address: 409 Pasadena Ave S, Saint Petersburg, FL, 33707, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (2)Name of Business: KIRK WEALTH MANAGEMENT LLC Address: 409 Pasadena Ave S, Saint Petersburg, FL, 33707, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/13/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am using this LLC for business purposes. All funds from the office flow through this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-22 |
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