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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Munster | IN | 03/2008 | 12/2019 |
| Raymond James Financial Services Inc. | Munster | IN | 12/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Munster | IN | 12/2019 | Present |
(1)Name of Business: O'Neill Family Wealth Management Inc. Address: 9333 Calumet Ave Ste B, Munster, IN, 46321, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Officer - Secretary Investment Related: No Start Date: 12/16/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: i assist clients with their requests and needs such as preparing documentation, processing client requests and paperwork, maintaining branch records, answering clients phone calls
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-08 |
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