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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-18 |
Branch Locations
13720 6 Mile Cypress Parkway Suite #1, Fort Myers, FL 33912 • United States
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 |
|---|---|---|---|---|
| Walgreens | Fort Myers | FL | 08/2015 | 03/2018 |
| Raymond James Financial Services, Inc. | Fort Myers | FL | 02/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Myers | FL | 08/2016 | Present |
(1)Name of Business: Weinstein Wilkes Financial Group Address: 13720 6 Mile Cypress Pkwy Ste 1, Fort Myers, FL, 33912, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related:No Start Date: 03/14/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Sales Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-26 |
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