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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-03 |
| MO | RA | APPROVED | 2017-11-17 |
Branch Locations
2664 East Kearney Street, Springfield, MO 65803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood | KS | 11/2005 | 11/2017 |
| Raymond James Financial Services, Inc. | Springfield | MO | 11/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Springfield | MO | 11/2017 | Present |
1) Name of Business : Affinity Wealth Partners Address: 2664 E. Kearney St.,Springfield, MO Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 03/12/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Managing Partner/Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-18 |
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