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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
| FL | RA | APPROVED | 2021-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Ocala | FL | 02/2020 | Present |
| Pat Kelley Builder | Ocala | FL | 01/2014 | 02/2020 |
| Raymond James Financial Services Advisors, Inc. | Ocala | FL | 02/2021 | Present |
| Reveille Wealth Management | Ocala | FL | 10/2022 | Present |
(1) Name of Business: Independent Financial Partners Address: 2201 SE 30th Ave Ste 201, Ocala, FL, 34471, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/17/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Rep (2) Name of Business: Independent Financial Partners Address: 2201 SE 30th Ave Ste 201, Ocala, FL, 34471-7500, United States Activity Type: Support Company - Owner Position/Title: Officer - Secretary Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3) Name of Business: Reveille Wealth Management Address: 2201 SE 30th Ave Ste 201, Ocala, FL, 34471-7500, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/30/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Affiliated independent practice operating under the Reveille name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-14 |
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