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Cody Summerall

Raymond James & Associates, Inc.

St. Petersburg, FL

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-24
  • FL RA
    APPROVED
    Since 2022-03-24

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • 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
Global Financial Private Capital Sarasota FL 08/2015 04/2019
Gf Investment Services, Llc Sarasota FL 08/2016 04/2019
Print3Dsrq Sarasota FL 09/2016 10/2018
Assetmark Financial, Inc. Sarasota FL 04/2019 08/2021
Assetmark Brokerage, Llc Sarasota FL 12/2020 08/2021
Raymond James & Associates St. Petersburg FL 08/2021 Present
  • 08/2015 → 04/2019
    Global Financial Private Capital
    Sarasota, FL
  • 08/2016 → 04/2019
    Gf Investment Services, Llc
    Sarasota, FL
  • 09/2016 → 10/2018
    Print3Dsrq
    Sarasota, FL
  • 04/2019 → 08/2021
    Assetmark Financial, Inc.
    Sarasota, FL
  • 12/2020 → 08/2021
    Assetmark Brokerage, Llc
    Sarasota, FL
  • 08/2021 → Present
    Raymond James & Associates
    St. Petersburg, FL
Previous Registrations
  • 2021-04-06 → 2021-09-07
    Assetmark, Inc.
    Concord, CA
    Sarasota, FL
    Sarasota, FL
  • 2017-01-19 → 2020-08-14
    Global Financial Private Capital, Inc.
    Sarasota, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-06
  • S66 Uniform Combined State Law Examination
    2017-01-06
Other Names
  • Cody Maxwell Summerall

View on SEC IAPD

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RAYMOND JAMES INVESTMENT MANAGEMENT
EAGLE ASSET MANAGEMENT INC
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THREE OAKS PARTNERS INVESTMENT COUNSEL LLC
LSP ADVISORY LLC

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JOANNA MOFFITT BEVER
Phillip Kurt Sutton
THEODORE EVERETT DESAUTELS
AUTUMN ADAIR BONSALL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · St. Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
EAGLE ASSET MANAGEMENT INC · ST. PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · ST PETERSBURG, FL

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