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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-01 |
| FL | RA | APPROVED | 2014-08-26 |
Branch Locations
100 East Stuart Avenue, Lake Wales, FL 33853 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Lake Wales | FL | 01/2006 | Present |
| Pat Cain Wealth Solutions | Lake Wales | FL | 01/2015 | 10/2019 |
| Raymond James Financial Services Advisors Inc. | Lake Wales | FL | 08/2014 | Present |
(1)Name of Business: Citrus View Financial Address: 100 E Stuart Ave, Lake Wales, FL, 33853, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - President Investment Related: No Start Date: 08/30/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner / Support Company (2)Name of Business: Pat Cain Wealth Solutions Address: 100 E Stuart Ave, Lake Wales, FL, 33853-4128, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: This is the name we hold out to the public for our Raymond James Branch business name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-24 |
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