Best Investors Account Sign in

Steven Richard Porter

Raymond James & Associates, Inc.

Winter Park, FL

Claim This Profile
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-07
  • FL RA
    APPROVED
    Since 2025-01-07

Branch Locations

631 W Morse Blvd, Suite 125, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Winter Park FL 02/2015 12/2024
Charles Schwab Bank Ssb Winter Park FL 02/2015 12/2024
Raymond James & Associates Inc. Winter Park FL 01/2025 Present
Previous Registrations
  • 2015-03-02 → 2024-12-22
    Charles Schwab & Co., Inc.
    Orlando, FL
    Winter Park, FL
  • 2008-04-08 → 2015-02-19
    Td Ameritrade, Inc.
    Westlake, TX
    Winter Park, FL
  • 2008-04-08 → 2015-02-19
    Td Ameritrade Investment Management, Llc
    Altamonte Springs, FL
    Ft Worth, TX
    Orlando, FL
  • 2007-11-15 → 2008-04-02
    Morgan Stanley & Co. Llc
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-13
  • S66 Uniform Combined State Law Examination
    2007-11-13
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor