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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-11 |
Branch Locations
12734 Kenwood Lane Suite 15, Fort Myers, FL 33907 • United States
5237 Summerlin Commons Dr, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2015 | 03/2025 |
| Gallegos Wealth Management | Bonita Springs | FL | 03/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Fort Myers | FL | 03/2025 | Present |
| Raymond James Financial Services, Inc. | Fort Myers | FL | 03/2025 | Present |
(1)Name of Business: RJHM Operations Address: 12734 Kenwood Ln Ste 15, Fort Myers, FL, 33907-5639, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an operations company owned 50/50 between my LLC, Howe Wealth Management (branch FAK04), and the other advisor that is sharing office space. The other advisor is Vincent Moore Wealth LLC (branch FAK05). The partnership will cover the costs of office rental space, various costs associated with the office (shredding, internet) as well as the shared CSA we plan to hire.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-07 |
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