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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-02 |
| FL | RA | APPROVED | 2018-04-26 |
Branch Locations
100 2Nd Avenue South Suite 704S, St. Petersburg, FL 33701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 04/2018 | Present |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 04/2018 | Present |
| Goodrich Wealth Planning | Saint Petersburg | FL | 04/2018 | Present |
| Raymond James & Associates | St. Petersburg | FL | 03/2000 | 04/2018 |
(1)Name of Business: Goodrich Ventures of Florida, LLC Address: 1126 45th Avenue N., St Petersburg, FL, 33703, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/30/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buying a townhome for long term rental income (2)Name of Business: Goodrich Wealth Planning Address: 100 2nd Ave S Ste 704S, Saint Petersburg, FL, 33701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am sole owner of Goodrich Wealth Planning. We use the name for marketing and its on our business cards. We also have a bank account and credit card in the name of GWP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-09 |
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