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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-17 |
Branch Locations
85 Beach Street Unit 17A Bldg D, Westerly, RI 02891 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Warwick | RI | 01/2016 | 02/2026 |
| Raymond James Financial Services, Inc. | Westerly | RI | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Westerly | RI | 02/2026 | Present |
(1)Name of Business: Sound Financial Partners Address: 85 Beach St Unit 17A Bldg D, Westerly, RI, 02891-2717, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 02/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I will be associated/affiliated with Sound Financial Partners as a independent advisor under the Raymond James umbrella.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-22 |
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