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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-16 |
| FL | RA | APPROVED | 2016-11-22 |
Branch Locations
4048 Wedgewood Ln, The Villages, FL 32162 • United States
2201 Se 30Th Ave Suite 201, Ocala, FL 34471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | The Villages | FL | 06/2016 | Present |
| Independent Financial Partners | The Villages | FL | 05/2016 | 01/2023 |
| Raymond James Financial Services Advisors Inc. | The Villages | FL | 11/2016 | Present |
| Reveille Wealth Management | The Villages | FL | 10/2022 | Present |
(1)Name of Business: Independent Financial Partners Address: 4048 Wedgewood Ln, The Villages, FL, 32162-9322, United States Activity Type: Support Company - Owner Position/Title: Other, Associate/Employee, Officer - President Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Reveille Wealth Management Address: 4048 Wedgewood Ln, The Villages, FL, 32162-9322, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Affiliated independent practice operating under the Reveille name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-27 |
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