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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 2018-07-10
  • FL RA
    APPROVED
    Since 2018-07-10

Branch Locations

13720 6 Mile Cypress Parkway Suite #1, Fort Myers, FL 33912 • 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
Publix Winters Springs FL 01/2013 01/2018
Traid Advisors Winter Park FL 05/2017 01/2018
Raymond James Financial Services, Inc Ft. Myers FL 01/2018 Present
Raymond James Financial Services Advisors Inc. Fort Myers FL 07/2018 Present
  • 01/2013 → 01/2018
    Publix
    Winters Springs, FL
  • 05/2017 → 01/2018
    Traid Advisors
    Winter Park, FL
  • 01/2018 → Present
    Raymond James Financial Services, Inc
    Ft. Myers, FL
  • 07/2018 → Present
    Fort Myers, FL
Other Businesses

(1)Name of Business: Weinstein Wilkes Financial Group Address: 13720 6 Mile Cypress Pkwy Ste 1, Fort Myers, FL, 33912, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/10/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: - Financial Advisor- Assist in account maintenance and operations

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-18
  • S66 Uniform Combined State Law Examination
    2018-06-18
Designations

View on SEC IAPD

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