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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-12 |
Branch Locations
1560 Orange Avenue Suite 650, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | The Villages | FL | 10/2011 | 10/2017 |
| Raymond James Financial Services, Inc | Winter Park | FL | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 10/2017 | Present |
| Marion County Public Schools | Ocala | FL | 03/2023 | Present |
(1) Name of Business: Marion County Public Schools Address: 537 SE 36th Ave, ocala, FL, 34471, United States Activity Type: Professor/Teacher Position/Title: Investment Related: No Start Date: 03/21/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2) Name of Business: Ray Behavioral Wealth PLLC Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/14/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All affiliated responsibilities maintaining the pllc within Raymond James Financial Services guidelines. (3) Name of Business: Winter Park Wealth Group, Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789. Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee, Investment Related: No Start Date: 09/29/2017 HPM: 81 HPM trade hours: 2-10 Duties: Financial Advisor Support / Customer Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-21 |
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