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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-08-12 |
Branch Locations
2531 Landmark Drive Suite 201, Clearwater, FL 33761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tampa Bay Financial Planning | Clearwater | FL | 05/2009 | Present |
| Raymond James Financial Services | Clearwater | FL | 05/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Clearwater | FL | 08/2009 | Present |
(1)Name of Business: Tampa Bay Financial Planning, LLC Address: 2531 Landmark Dr Ste 201, Clearwater, FL, 33761, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/12/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Disclosure of Support Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
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