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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
| KY | RA | APPROVED | 2023-06-01 |
Branch Locations
10200 Forest Green Blvd. Suite 407, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Louisville | KY | 02/2015 | 11/2017 |
| Jp Morgan Chase Bank | Louisville | KY | 02/2015 | 01/2019 |
| Heyman Talent Agency | Louisville | KY | 11/2015 | 01/2019 |
| Jpmorgan Chase Bank Na | Louisville | KY | 11/2017 | 01/2019 |
| Raymomd James & Associates, Inc. | Louisville | KY | 01/2019 | 06/2023 |
| Harmony Wealth Partners | Louisville | KY | 06/2023 | Present |
| Raymond James Financial Services, Inc. | Louisville | KY | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Louisville | KY | 06/2023 | Present |
| Jacus, Llc | Louisville | KY | 06/2023 | Present |
(1)Name of Business: Harmony Wealth Partners Address: 10200 Forest Green Blvd Ste 407, Louisville, KY, 40223-5169, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: meet with clients to determine overall risk management, retirement planning, investment planning, tax planning and estate planning. All this is done via financial planning. (2)Name of Business: Jacus, LLC Address: 10200 Forest Green Blvd Ste 407, Louisville, KY, 40223-5169, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: single memeber LLc established in conjunction with Harmony Wealth Partners RJFS advisory practice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-03 |
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