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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-26 |
Branch Locations
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, Llc | Delray Beach | FL | 08/2005 | 08/2026 |
| Raymond James Financial Services Inc. | Delray Beach | FL | 08/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Delray Beach | FL | 08/2026 | Present |
(1) Shining Sea Private Wealth Not investment related Delray Beach, FL DBA/Support Company Advisor/Owner start date: 04/2021 0 hrs per month 0 during trading hours (2) SHINING SEA TAX, LLC Not investment related Delray Beach, FL Tax Preparation Owner start date: 12/2025 0-1 hrs per month 0-1 during trading hours We did about 30 simple 1040 tax returns. We have our PTINS and EFIN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-19 |
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