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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-16 |
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 & Associates Inc. | Saint Petersburg | FL | 02/2015 | 01/2022 |
| Unemployed | Saint Petersburg | FL | 01/2022 | 02/2022 |
| Raymond James Financial Services, Inc. | Tampa | FL | 02/2022 | 05/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2023 | 10/2023 |
| Concurrent Investment Advisors Llc | Tampa | FL | 06/2023 | 08/2024 |
| Unemployed | Lakeland | FL | 09/2024 | 02/2025 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Winter Park | FL | 04/2025 | Present |
(1)Name of Business: The 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: 01/01/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is our DBA for our OSJ (2)Name of Business: Winter Park Wealth 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: 04/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide training and support to AGW teams.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-16 |
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