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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida State University | Tallahassee | FL | 08/2017 | 04/2021 |
| Bank Of America | Jacksonville | FL | 05/2020 | 08/2020 |
| Hurricane Grill And Wings | Jacksonville | FL | 04/2017 | 05/2020 |
| Caa Flag Football | Jacksonville | FL | 01/2010 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Jacksonville | FL | 06/2021 | 08/2023 |
| Raymond James Financial Services, Inc. | Neptune Beach | FL | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Neptune Beach | FL | 08/2023 | Present |
| Agility Wealth Management | Neptune Beach | FL | 09/2023 | Present |
| Eleven Atlantic | Neptune Beach | FL | 09/2023 | Present |
| Bcw Financial Consultants | Neptune Beach | FL | 09/2023 | Present |
(1)Name of Business: Agility Wealth Management Address: 442 3rd St, Neptune Beach, FL, 32266-5111, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/07/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA (2)Name of Business: BCW Financial Consultants Address: 442 3rd St, Neptune Beach, FL, 32266-5111, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/07/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Payroll company (3)Name of Business: Eleven Atlantic Address: 442 3rd St, Neptune Beach, FL, 32266-5111, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/07/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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