Colleen S Newell

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-09-21

Branch Locations

Neptune Beach, FL • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ponte Vedra	FL	11/2010	02/2020
Kestra Private Wealth Services	Ponte Vedra	FL	02/2020	09/2023
Kestra Investment Services	Ponte Verde	FL	02/2020	09/2023
Raymond James & Associates, Inc	Neptune Beach	FL	09/2023	Present
Solomon's Rv&Boat Storage	Jacksonville Beach	FL	09/2025	Present

11/2010 → 02/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra, FL
02/2020 → 09/2023

Kestra Private Wealth Services

Ponte Vedra, FL
02/2020 → 09/2023

Kestra Investment Services

Ponte Verde, FL
09/2023 → Present

Raymond James & Associates, Inc

Neptune Beach, FL
09/2025 → Present

Solomon's Rv&Boat Storage

Jacksonville Beach, FL

2020-03-06 → 2023-08-31

Kestra Private Wealth Services, Llc

Ponte Vedra Beach, FL

Ponte Vedra Beach, FL
2010-12-09 → 2020-03-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL
2008-11-14 → 2010-11-18

Ubs Financial Services Inc.

Ponte Vedra Beach, FL
2004-02-11 → 2008-11-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ponte Vedra Beach, FL

Ponte Vedra Beach, FL
2003-10-09 → 2003-11-11

Ameriprise Financial Services, Llc

Jacksonville, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-10-03

Other Firms