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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
Branch Locations
625 Beachland Boulevard Suite 2, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Quincy | MA | 09/2016 | 04/2019 |
| E*Trade Securities Llc | Boston | MA | 04/2019 | 03/2022 |
| E*Trade Capital Management Llc | Boston | MA | 04/2019 | 03/2022 |
| Fisher Investments | Vero Beach | FL | 03/2022 | 12/2022 |
| Unemployed | Vero Beach | FL | 12/2022 | 06/2023 |
| Td Bank N.A. | Port St. Lucie | FL | 06/2023 | 10/2023 |
| Td Private Client Wealth Llc | Port St. Lucie | FL | 06/2023 | 10/2023 |
| Raymond James Financial Services, Inc. | Vero Beach | FL | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Vero Beach | FL | 10/2023 | Present |
The Kanner Group, LLC Address: 625 Beachland Blvd Ste 2, Vero Beach, FL, 32963-1709, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-01 |
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