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Rachel Peeler

Raymond James Financial Services Advisors, Inc

Land O Lakes, FL

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-14
  • FL RA
    APPROVED
    Since 2022-02-14

Branch Locations

20635 Amberfield Drive Suite 102, Land O Lakes, FL 34638-4301 • 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
Rooted Planning Group Corning NY 05/2020 01/2021
Complete Development, Inc Thonotosassa FL 02/2018 01/2021
Bealls Outlet Tampa FL 02/2017 02/2018
Hillsborough County School District Tampa FL 08/2016 02/2017
Raymond James Financial Services Inc Land O' Lakes FL 01/2021 Present
Independent Financial Services Land O' Lakes FL 01/2021 Present
Raymond James Financial Services Advisors, Inc. Land O Lakes FL 01/2022 Present
  • 05/2020 → 01/2021
    Rooted Planning Group
    Corning, NY
  • 02/2018 → 01/2021
    Complete Development, Inc
    Thonotosassa, FL
  • 02/2017 → 02/2018
    Bealls Outlet
    Tampa, FL
  • 08/2016 → 02/2017
    Hillsborough County School District
    Tampa, FL
  • 01/2021 → Present
    Raymond James Financial Services Inc
    Land O' Lakes, FL
  • 01/2021 → Present
    Independent Financial Services
    Land O' Lakes, FL
  • 01/2022 → Present
    Raymond James Financial Services Advisors, Inc.
    Land O Lakes, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-18
  • S66 Uniform Combined State Law Examination
    2022-01-18
Other Names
  • Rachel Poe

View on SEC IAPD

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JOHN L SULLIVAN
FAWN MARIE LANE
MICHAEL CHARLES MCCORD
JODI BAKER PEREZ
ALEXANDER DAVID EZRA
JEANNIE LYNN HOLLIDAY
KELLY TERESA BOWE
BRANDEN SCOTT SEARS

Other Offices

IHT WEALTH MANAGEMENT LLC · Land O Lakes, FL
LINCOLN INVESTMENT · Land O Lakes, FL
IHT WEALTH MANAGEMENT LLC · Land O'Lakes, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAND O'LAKES, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAND O LAKES, FL
TRUIST ADVISORY SERVICES, INC. · LUTZ, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Lutz, FL
PUREPATH WEALTH MANAGEMENT · LAND O' LAKES, FL

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