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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-14 |
Branch Locations
4900 Manatee Ave W Suite 203, Bradenton, FL 34209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | St Petersburg | FL | 08/2011 | 11/2018 |
| Raymond James Financial Services,Inc | Bradenton | FL | 11/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Bradenton | FL | 11/2018 | Present |
| Frey Masterson Investment Advisors | Saint Petersburg | FL | 08/2023 | 09/2025 |
(1)Name of Business: SAM FERNANDEZ LLC Address: 100 2nd Ave S Ste 704S, Saint Petersburg, FL, 33701-4337, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/09/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my DBA for my practice. I will not be holding it out publicly as I will only be branding under Raymond James for now for my book of business. \nThis LLC is strictly for flowing expenses and revenue through. (2)Name of Business: AGW Group Address: 100 2nd Ave S Ste 704S, Saint Petersburg, FL, 33701-4337, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/11/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Registered principal with branch AGW. DBA for OSJ is AGW Group. (3)Name of Business: Gilmore Bower Fernandez Wealth Advisors Address: 4900 Manatee Ave W Ste 203, Bradenton, FL, 34209-3859, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA for new partnership with 2 other FA's. No entity exists in this name. Only held out for marketing purposes. (4)Name of Business: Gulf Coast JFCS Address: 7435 2nd Ave N, St Petersburg, FL, 33710, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be an acting member of the finance committee within the board. I will not have any control over funds, check writing, etc. (5)Name of Business: Winter Park Wealth Group Address: 100 2nd Ave S Ste 704S, Saint Petersburg, FL, 33701-4337, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/08/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager Delegate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-22 |
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