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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-23 |
Branch Locations
333 Glen Head Rd Suite 200, Old Brookville, NY 11545 • United States
Huntington, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | New York | NY | 09/2003 | Present |
| Raymond James Financial Services Advisors Inc. | New York | NY | 01/2009 | Present |
| Rbh Corp | New York | NY | 09/2004 | 08/2019 |
| Mariner Advisors, Llc | Glen Head | NY | 08/2019 | 03/2025 |
| North Shore Wealth Partners | Old Brookville | NY | 09/2019 | Present |
(1)Name of Business: North Shore Wealth Partners Address: 333 Glen Head Rd Ste 260, Old Brookville, NY, 11545-1960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/02/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: North Shore Wealth Partners is the business name FA's in RJFS Branch 4QL hold out to the public for branding purposes, in addition to the name Raymond James Financial Services (as required and disclosed in accordance with firm/regulatory policy).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-08 |
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