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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-23 |
Branch Locations
13670 W. Hillsborough Avenue, Tampa, FL 33625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-02 |
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