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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-26 |
| TX | RA | APPROVED | 2024-03-22 |
Branch Locations
301 Yamato Road Suite 3160, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Coral Springs | FL | 04/2008 | 03/2024 |
| Wells Fargo Advisors Llc | Coral Springs | FL | 09/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Coral Springs | FL | 09/2011 | 03/2024 |
| Raymond James Financial Services, Inc. | Boca Raton | FL | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Boca Raton | FL | 03/2024 | Present |
| Boca Raton Financial Planners | Boca Raton | FL | 05/2024 | Present |
(1)Name of Business: Boca Raton Financial Planners Address: 301 E Yamato Rd Ste 3160, Boca Raton, FL, 33431-4920, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support firm (2)Name of Business: Elliott Wealth Strategies LLC Address: 301 E Yamato Rd Ste 3160, Boca Raton, FL, 33431-4920, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/22/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company started for business activity with Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-09 |
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