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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-25 |
Branch Locations
541 S Orlando Ave Suite 209, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Maitland | FL | 06/2006 | Present |
| Beach Financial Planning Llc | New Smyrna Beach | FL | 07/2006 | 09/2020 |
1)Name of Business : Beach Financial Planning Llc Address: New Smyrna Beach, FL Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related:Yes Start Date: 07/14/2006 Hours per month devoted to this business: 10 Hours per month devoted to this business during trading hours: 3 Description of duties: TAX PREPARATION & PLANNING ON A VERY LIMITED BASIS, NOT MORE 20 CLIENTS 2)Name of Business : Jeannine Stecklair CPA Address: 856 Mullet Ave,New Smyrna Beach, FL Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related:No Start Date: 02/12/2021 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: Income Tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-09 |
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