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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-13 |
| IN | RA | APPROVED | 2009-05-15 |
Branch Locations
10401 N Meridian St Ste 130, Carmel, IN 46290-1090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Carmel | IN | 05/2009 | Present |
(1)Name of Business: 20/20 Wealth Management of Raymond James. Address: 11595 N. Meridian street, STE 350, Carmel, IN, 46032, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/04/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Investment Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-22 |
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