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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| IN | RA | APPROVED | 2020-02-28 |
| TX | RA | APPROVED | 2020-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Indianapolis | IN | 06/2009 | 02/2020 |
| Raymond James Financial Services, Inc. | Indianapolis | ID | 02/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Indianapolis | ID | 02/2020 | Present |
(1)Name of Business: Stonecrest Group LLC Address: 135 N Pennsylvania St Ste 250, Indianapolis, IN, 46204, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/28/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: owner, client acquisition and retention
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-12 |
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