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812 North Woodland Blvd., Deland, FL 32720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-18 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc | Newport Beach | CA | 11/2014 | 12/2017 |
| Ameriprise Financial Services, Inc | Deland | FL | 12/2017 | 07/2023 |
| Raymond James Financial Services, Inc. | Deland | FL | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Deland | FL | 08/2023 | Present |
(1)Name of Business: Fleishel Financial Associates Address: 812 N Woodland Blvd, Deland, FL, 32720-2709, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Duties as a financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-26 |
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