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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-05 |
| DE | RA | APPROVED | 2016-05-12 |
Branch Locations
900 Foulk Road Suite 201, Wilmington, DE 19803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wilmington | DE | 04/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Wilmington | DE | 05/2016 | Present |
(1)Name of Business: Butler Financial Address: 1011 Centre Rd, Suite 305, Wilmington, DE, 19805, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/20/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor member of practice. (2)Name of Business: Patronus Partners LLC Address: 1011 Centre Rd Ste 305, Wilmington, DE, 19805-1266, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Co-Owner of the entity with Advisor partner Jenn Sonson. Our FA net revenue flows to the joint business; which then pays for all office and business overhead including payroll and benefits coverage costs. My primary role is to manage the monthly and annual budget, coordinate with our bookkeeper, and facilitate payroll and pre-tax deductions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-21 |
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