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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-02 |
| FL | RA | APPROVED | 2014-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Fort Lauderdale | FL | 05/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Lauderdale | FL | 06/2014 | Present |
| Fluehr Wealth Management/Dba | Fort Lauderdale | FL | 06/2015 | 08/2018 |
| Fiori Fianancial Group | Fort Lauderdale | FL | 08/2017 | Present |
| Jr Wealth Management Llc | Boca Raton | FL | 02/2019 | Present |
| Fiori Fianancial Group | Fort Lauderdale | FL | 08/2017 | 04/2022 |
(1)Name of Business: JLM Investments, LLC Address: 847 NW 6TH Dr, Boca raton, FL, 33486, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/04/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC established for holding personal property (2)Name of Business: JR WEALTH MANAGEMENT LLC Address: 847 NW 6th Dr, Boca Raton, FL, 33486, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/26/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-20 |
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