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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED | 2025-05-01 |
Branch Locations
400 Meridian Centre Blvd, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Rochester | NY | 12/2013 | 05/2025 |
| Raymond James Financial Services, Inc. | Rochester | NY | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Rochester | NY | 05/2025 | Present |
(1)Name of Business: Mitchell Wealth Management Address: 400 Meridian Centre Blvd Ste 310, Rochester, NY, 14618-3991, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: President, owner and Wealth management practioner.\nOffering financial services to clients through Raymond James.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-09 |
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