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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-06-08
FL RA APPROVED 2016-11-14
  • TX RA
    APPROVED
    Since 2017-06-08
  • FL RA
    APPROVED
    Since 2016-11-14

Branch Locations

1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Boca Raton FL 07/2016 Present
  • 07/2016 → Present
    Raymond James
    Boca Raton, FL
Other Businesses

(1)Name of Business: Prudent Partners, LLC Address: 6553 Somerset Circle, Boca Raton, FL, 33496, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/19/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A passive stakeholder - Prudent Partners, LLC is the investment vehicle being used to acquire a 25% equity stake in AFB Breakpoint LLC. It functions as a shell investment entity established specifically to participate in AFB Breakpoint.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-08
  • S66 Uniform Combined State Law Examination
    2016-11-08
Designations
Other Names
  • Zachary Todd Hersam

View on SEC IAPD

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