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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-13 |
| CO | RA | APPROVED | 2021-03-05 |
| TX | RA | APPROVED | 2018-03-13 |
| NV | RA | APPROVED | 2013-10-21 |
| IN | RA | APPROVED | 2013-01-31 |
| MI | RA | APPROVED | 2010-05-26 |
Branch Locations
Boca Raton, FL • United States
2750 Old Centre Avenue Suite 100, Portage, MI 49024 • United States
Breckenridge, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Boca Raton | FL | 10/1999 | Present |
| Accounting / Cpa / Tax Preparation | Portage | MI | 09/1981 | Present |
| Raymond James Financial | Boca Raton | FL | 05/2010 | Present |
| Norman J. Torre Cpa | Portage | MI | 01/2010 | Present |
1) Business : Torre Financial Group Address: Portage, MI Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 01/01/2012 Hours per month devoted to this business: 140 Hours per month devoted to this business during trading hours: 115 Description of duties: DBA Torre Financial Group, RJFS Independent 2) Norman J Torre CPA. Address: 2750 Old Centre Rd Ste 120, Portage, MI Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Preparing Tax Returns, Tax planning, 3)Name of Business : Torre Financial Group 401K/Profit Sharing Plan Address: Portage, MI Nature of the Business: Trustee Position/Title: Trustee Investment Related:Yes Start Date: 12/08/2020 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: I am the trustee for my own 401k/Profit Sharing plan. The plan covers myself and other associates of my branch (65b). The plan is through John Hancock. It has been in existence for more than 10 years and was set up and approved by RJFS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-11 |
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