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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-15 |
Branch Locations
601 N New York Avenue Suite 102, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Winter Park | FL | 07/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 08/2016 | Present |
| The Osprey Tavern | Orlando | FL | 04/2016 | 03/2020 |
| The Life & Annuity Shop, Llc. | Winter Park | FL | 08/2016 | 08/2018 |
(1)Name of Business: Greene Wealth Management Address: 601 N New York Ave Ste 102, Winter Park, FL, 32789-3103, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/29/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Practice of Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-18 |
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