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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-07-11 |
Branch Locations
65 N. River Lane Suite 212, Geneva, IL 60134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Geneva | IL | 04/2022 | Present |
| Interocean Capital Group, Llc | Chicago | IL | 12/2019 | 04/2022 |
| Allstate Investments, Llc | Chicago | IL | 05/2016 | 12/2019 |
| Raymond James Financial Services Advisors, Inc. | Geneva | IL | 07/2022 | Present |
(1)Name of Business: My Advisor & Planner LLC Address: 65 N River Ln Ste 212, Geneva, IL, 60134-2268, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/29/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Manager. My Advisor & Planner is the name of the approved Support Company for branch EVX.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
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