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200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-22 |
Branch Locations
200 Central Avenue 15Th Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Tampa | FL | 10/2014 | 10/2016 |
| Usaa Financial Planning Services | Tampa | FL | 10/2014 | 11/2016 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 11/2016 | 03/2018 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 12/2016 | 03/2018 |
| Lpl Financial Llc | Tampa | FL | 04/2018 | 11/2022 |
| J.W. Cole Financial, Inc. | Tampa | FL | 11/2022 | 11/2024 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 11/2022 | 11/2024 |
| Dynasty Securities, Llc | St. Petersburg | FL | 12/2024 | Present |
| Dynasty Wealth Management, Llc | St. Petersburg | FL | 01/2025 | Present |
| Dynasty Financial Partners, Llc | St. Petersburg | FL | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-22 |
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