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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-05-23
  • FL RA
    APPROVED
    Since 2018-05-23

Branch Locations

13670 W. Hillsborough Avenue, Tampa, FL 33625 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. St. Petersburg FL 02/2005 05/2018
Raymond James Financial Services, Inc. Oldsmar FL 05/2018 Present
Raymond James Financial Services Advisors Inc. Oldsmar FL 05/2018 Present
Phoenix Financial Partners Tampa FL 07/2020 Present
Previous Registrations
Other Businesses

(1) Name of Business: Levine Legacy Ventures, LLC Address: 13670 W Hillsborough Ave, Tampa, FL, 33635-9638, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/29/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Registered Agent and Manager (2) Name of Business: Phoenix Financial Partners Address: Covington Professional Pk 13670 W Hillsborough Ave, Tampa, FL, 33635, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Proprietor/Owner of Levine Legacy Group, LLC d/b/aPhoenix Financial Partners (3) Name of Business: The Levine Legacy Group LLC Address: Covington Professional Pk 13670 W Hillsborough Ave, Tampa, FL, 34677, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/17/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner for purposes of being an indepedent contractor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-02
  • S66 Uniform Combined State Law Examination
    2010-06-02
Other Names
  • Jodi Jude Levine

View on SEC IAPD

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