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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2021-03-19 |
| TX | RA | APPROVED | 2020-07-13 |
| FL | RA | APPROVED | 2019-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Orlando | FL | 03/2015 | 07/2018 |
| Raymond James Financial Services, Inc. | Ocala | FL | 07/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Ocala | FL | 04/2019 | Present |
(1)Name of Business: Agility Wealth Management Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/15/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor using DBA Agility Wealth Management (2)Name of Business: Agility Wealth Management Casper Address: 147 S McKinley St, Casper, WY, 82601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner (3)Name of Business: BCW Financial Consultants, LLC Address: 720 Rugby St Ste 200, Orlando, FL, 32804, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-18 |
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