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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-02-15
FL RA APPROVED 2013-07-02
  • TX RA
    APPROVED_RES
    Since 2017-02-15
  • FL RA
    APPROVED
    Since 2013-07-02

Branch Locations

1343 Main Street #405, Sarasota, FL 34236 • United States

100 N Tampa Street Suite 3750, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Tampa FL 03/2013 Present
Raymond James Financial Services Advisors Inc. Tampa FL 07/2013 Present
Other Businesses

(1) Name of Business: All Seasons Wealth Address: 100 N Tampa St Ste 3750, Tampa, FL, 33602, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/28/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor/ Head of Sales (2) Name of Business: Hausinger Financial LLC/ All Season Wealth Strategies Address: 100 N Tampa St Ste 3750, Tampa, FL, 33602, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/30/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA/ head of sales (3) Name of Business: MedicareSIP Address: The CEO is running it remotely , Tampa Area, FL, ?, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 05/03/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I would own 10-15% of the business investing money to help grow. I intend to help the CEO with overall strategy but would not be involved in day to day operations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-30
  • S66 Uniform Combined State Law Examination
    2013-05-30
Designations
Other Names
  • Matt Coffey

View on SEC IAPD

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