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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-03-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coldwell Banker Alfonso Realty | Gulfport | MS | 12/2015 | 02/2017 |
| Precision Company, Inc. | Ocean Springs | MS | 02/2017 | 07/2017 |
| G4 Environmental Services | Gulfport | MS | 07/2017 | 03/2018 |
| Wbr Investment Services, Llc | Meridian | MS | 04/2018 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2018 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Gulfport | MS | 03/2026 | Present |
(1) Name of Business: WBR Investment Services, LLC Address: 19 40th Street, Gulfport, MS, 39507, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/03/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisory services to non-brokerage clients\nAdmin to all social media and website
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-08 |
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