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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-27 |
| TX | RA | APPROVED | 2023-02-16 |
Branch Locations
270 Plaza Blvd Suite 4, Saint Augustine, FL 32086 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2012 | 02/2023 |
| Raymond James Financial Services, Inc. | Saint Augustine | FL | 02/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Saint Augustine | FL | 02/2023 | Present |
(1) Name of Business: Aiple and Holzem Wealth Management Address: 270 Plaza Blvd Ste B4, Saint Augustine, FL, 32086-9305, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/16/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: marketing dba (2)Name of Business: Michael A Holzem LLC Address: 270 Plaza Blvd Ste B4, Saint Augustine, FL, 32086-9305, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/16/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner of LLC used to pay for expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-01 |
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