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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-12-10 |
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 Financial Services | Winterpark | FL | 11/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 12/2013 | Present |
| Concurrent Advisors | Winter Park | LA | 10/2018 | 05/2023 |
(1)Name of Business: Address: 309 Orchard St, Chuluota, FL, 32766, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 06/30/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Residential rental property (2)Name of Business: Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 08/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Remote Online Notarization Services (3)Name of Business: AGW Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/21/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the DBA for our OSJ. I am a supervisor (4)Name of Business: Little Bear of Sky Valley LLC Address: 309 Orchard St, Chuluota, FL, 32766, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/13/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: Winter Park Wealth Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Service for WPWG, Supervisory Delegate for AGW and Satellites
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-05 |
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