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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-18 |
| DE | RA | APPROVED | 2014-10-23 |
Branch Locations
1013 Centre Rd Suite 228, Wilmington, DE 19805 • United States
Ocean City, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Serv Ices | Wilmington | DE | 12/1999 | Present |
| Raymond James Financial Services Advisors Inc. | Wilmington | DE | 10/2014 | Present |
| Bassett, Dawson & Foy Inc | Wilmington | DE | 01/2015 | 06/2023 |
1) Name of Business: Dawson Wealth Management LLC Address: 1013 Centre Rd Suite 228, Wilmington, DE, 19805-1270, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Independent Contractor Investment Related: No Start Date: 05/19/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Fred Dawson (7817) and I opened this branch FHH in June 2023 after leaving our previous branch 78P. Fred and I have an executed buy-sell with me as sole future owner when he decides to retire. I am branch manager / registered principal. Fred is owner. (2) Name of Business: Dawson Wealth Management LLC Address: 1013 Centre Rd Ste 228, Wilmington, DE, 19805-1273, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/23/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Oversight / management of all aspects of the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-25 |
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