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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-01 |
Branch Locations
930 S Harbor City Blvd Suite 501, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Melbourne | FL | 07/2007 | 03/2026 |
| Truist Bank | Melbourne | FL | 04/2013 | 03/2026 |
| Truist Advisory Services, Inc. | Atlanta | GA | 09/2016 | 03/2026 |
| Raymond James Financial Services, Inc. | Melbourne | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Melbourne | FL | 03/2026 | Present |
(1)Name of Business: Fortuna Wealth Address: 930 S Harbor City Blvd, Suite 501, Melbourne, FL, 32901, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Services manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-06 |
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