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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-25 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
1560 Orange Ave. Suite 650, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2015 | 07/2022 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 07/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Winter Park | FL | 07/2022 | Present |
(1)Name of Business: Winter Park Wealth Group Address: 4935 Myrtle Bay Drive, Orlando, FL, 32829, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/19/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-12 |
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