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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2022-10-03 |
Branch Locations
5293 Main Street, Manchester Village, VT 05255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Manchester | VT | 08/2015 | 10/2022 |
| Raymond James Financial Services Inc | Manchester Village | VT | 10/2022 | Present |
| Raymond James Financial Services Advisors | Manchester Village | VT | 10/2022 | Present |
| Watershed Wealth Management Llc | Manchester Village | VT | 07/2022 | Present |
| Traver Gardner Investment Group | Manchester Village | VT | 10/2022 | 07/2025 |
| Wwm | Manchester Village | VT | 07/2024 | Present |
(1)Name of Business: Walloomsac Property Partners LLC Address: 1300 Harrington RD , Bennington, VT, 05201, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor, Partner Investment Related: No Start Date: 01/20/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a farm we use for wildlife restoration and habitat management outside of anything to do with RJ. There is no formal organization beyond the LLC. (2)Name of Business: Watershed Wealth Management LLC Address: 4331 Main Street, Manchester Village, VT, 05254, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/06/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: This is the LLC for our RJFS transition, responsibilities would be to complete payroll for myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-14 |
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