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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2017-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services. Inc | Cheyenne | WY | 02/2012 | 01/2017 |
| Raymond James Financial Services, Inc | Cheyenne | WY | 01/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Cheyenne | WY | 08/2017 | Present |
| The Compass Wealth Group | Cheyenne | WY | 02/2016 | Present |
(1)Name of Business: Embroidery by Cherie Address: 3551 Saratoga St., Cheyenne, WY, 82001, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the business 100% and provide the service of embroidery to customers as well as all operations of the business. (2)Name of Business: Lemongrass Spa Products Address: 3551 Saratoga St, Cheyenne, WY, 82001, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 08/14/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Through in-home parties and customer calls, I promote and sale bath and spa products. (3)Name of Business: The Compass Wealth Group Address: 5920 Yellowstone Rd Ste 3, Cheyenne, WY, 82009, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/16/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Executive assistant - administrative duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-20 |
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