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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-19 |
Branch Locations
9995 Gate Parkway N., Jacksonville, FL 32246 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Jacksonville | FL | 08/2013 | 01/2021 |
| Raymond James Financial Services, Inc. | Jacksonville | FL | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Jacksonville | FL | 01/2021 | Present |
(1)Name of Business: BCW Financial Consultants LLC Address: 9995 Gate Parkway Suite 300, Jacksonville, FL, 32246, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/29/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Payroll holding (2)Name of Business: Agility Wealth Management Address: 9995 Gate Parkway Suite 300, Jacksonville, FL, 32246, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/29/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-12 |
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