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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-15 |
| FL | RA | APPROVED | 2022-09-08 |
Branch Locations
27299 Riverview Center Blvd. Suite 100, Bonita Springs, FL 34134 • United States
5237 Summerlin Commons Dr, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2016 | 09/2022 |
| Raymond James Financial Services, Inc. | Bonita Springs | FL | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Bonita Springs | FL | 09/2022 | Present |
| Gallegos Wealth Management | Bonita Springs | FL | 09/2022 | Present |
(1)Name of Business: Address: 19856 Casa Verde Way, Estero, FL, 33967, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are responsible for contacting any repair personnel to complete the projects as their arise. (2)Name of Business: Gallegos Wealth Management Address: 27299 Riverview Center Blvd, Suite 100, Bonita Springs, FL, 34134-4313, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/02/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I am a partner. My responsibilities are to manage the branch office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-28 |
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