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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-19 |
Branch Locations
555 W Granada Boulevard Suite G1, Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Daytona Beach | FL | 05/2015 | 08/2019 |
| Raymond James Financial Services, Inc | Ormond Beach | FL | 08/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Ormond Beach | FL | 09/2019 | Present |
| Casey Wealth Advisors | Ormond Beach | FL | 08/2019 | Present |
(1)Name of Business: Casey Wealth Advisors Address: 1414 W Granada Blvd Ste 4, Ormond Beach, FL, 32174, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/23/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Licensed Financial Advisor and IAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-24 |
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