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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-10 |
Branch Locations
13720 6 Mile Cypress Parkway Suite #1, Fort Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
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