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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| CA | RA | APPROVED | 2025-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Indianapolis | IN | 04/2007 | 10/2018 |
| Oneamerica Securities | Indianapolis | IN | 01/2008 | 10/2018 |
| Commonwealth Financial Network | Waltham | MA | 10/2018 | 10/2025 |
| Manning Wealth Management, Inc | San Diego | CA | 10/2018 | Present |
| Raymond James Financial Services Inc. | San Diego | CA | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | San Diego | CA | 10/2025 | Present |
| Mwm Retirement Solutions | San Diego | CA | 02/2025 | Present |
(1) Name of Business: Manning Wealth Group Address: 401 B St Ste 2300, San Diego, CA, 92101-4289, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/31/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a partner of The Manning Companies and will be providing financial services under the DBA only/fictitious name of “Manning Wealth Group”, activity run through Raymond James as our B/D. (2) Name of Business: The Manning Companies LLC Address: 401 B St Ste 2300, San Diego, CA, 92101-4289, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: 5% Owner of The Manning Companies LLC, Financial Advisor and Managing Director
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-21 |
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