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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-18 |
| FL | RA | APPROVED | 2015-06-01 |
Branch Locations
1 Town Center Road 10Th Floor, Boca Raton, FL 33486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Boca Raton | FL | 05/2015 | Present |
| Black River Summit | Park City | UT | 03/2018 | 08/2018 |
(1) Name of Business: Prudent Partners, LLC Address: 9367 Satinleaf Place, Parkland, FL, 33076, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/19/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A passive stakeholder - Prudent Partners, LLC is the investment vehicle being used to acquire a 25% equity stake in AFB Breakpoint LLC. It functions as a shell investment entity established specifically to participate in AFB Breakpoint.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-06 |
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