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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-29 |
| TX | RA | APPROVED | 2021-10-21 |
Branch Locations
St. Petersburg, FL • United States
100 2Nd Ave. S, Ste. 704S, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St Petersburg | FL | 04/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St Petersburg | FL | 11/2016 | 10/2021 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 10/2021 | Present |
| Raymond James Financial Services Advisory, Inc. | St. Petersburg | FL | 10/2021 | Present |
| Family Wealth Solutions | St. Petersburg | FL | 10/2021 | 08/2023 |
| Speizer Wealth Llc | St. Petersburg | FL | 10/2021 | Present |
| Sunshine City Advisors | St. Petersburg | FL | 05/2023 | Present |
(1)Name of Business: Address: 590 44th Ave NE, St. Petersburg, FL, 33703, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 09/29/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part of owner of property located at 1037 18th Ave N, St. Petersburg, FL 33704. My spouse, Andrea Speizer, and my sister, Jessica Lissauer, and I are co-owners of this property and share in the income generated. (2)Name of Business: Speizer Wealth LLC Address: 100 2nd Avenue S, Saint Petersburg, FL, 33701, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-23 |
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