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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-22
TX RA APPROVED 2021-03-12
  • FL RA
    APPROVED
    Since 2021-03-22
  • TX RA
    APPROVED
    Since 2021-03-12

Branch Locations

8143 State Road 54, Ste 106, Trinity, FL 34655 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Trinity FL 12/2015 03/2021
Raymond James Financial Services, Inc. Trinity FL 03/2021 Present
Raymond James Financial Services Advisors, Inc. Trinity FL 03/2021 Present
Previous Registrations
Other Businesses

(1)Name of Business: May Wealth Advisors Address: 8143 State Road 54 Ste 106, Trinity, FL, 34655-3000, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/10/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-30
  • S66 Uniform Combined State Law Examination
    2016-03-30
Other Names
  • Patrick Mcdermott

View on SEC IAPD

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