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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-26 |
| FL | RA | APPROVED | 2014-09-05 |
Branch Locations
3301 Bonita Beach Road Suite 201, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Bonita Springs | FL | 08/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Bonita Springs | FL | 09/2014 | Present |
(1) Name of Business: Address: 4565 Wilson Blvd N, Naples, FL, 34120, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 01/20/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My son (minor) runs a youtube page and because he's being monetized it has to come to me his parent since he's a minor (2) Name of Business: Picone Financial Partners Address: 3301 Bonita Beach Rd Ste 201, Bonita Springs, FL, 34134, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/28/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Investment management, pay and manage employees, and pay business expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-25 |
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