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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-02 |
Branch Locations
100 2Nd Avenue S Suite 704S, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buffalo Wild Wings | Manassas | VA | 09/2017 | 09/2018 |
| David Allen Company | Bristow | VA | 03/2017 | 06/2017 |
| Total Wine & Beverage | Manassas | VA | 11/2017 | 11/2017 |
| N/A | Reston | VA | 09/2016 | 02/2017 |
| Valic Financial Advisors, Inc. | North Chesterfield | VA | 09/2018 | 03/2020 |
| N/A | Reston | VA | 05/2020 | 09/2021 |
| N/A | St Petersburg | FL | 08/2021 | 01/2022 |
| Raymond James Financial Services Inc | Tampa | FL | 01/2022 | 06/2023 |
| Raymond James Financial Services Advisors | Tampa | FL | 01/2022 | 06/2023 |
| Concurrent Investment Advisors Llc | Tampa | FL | 06/2023 | 09/2023 |
| Concurrent Advisors | Tampa | FL | 11/2021 | 05/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2023 | 09/2023 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 09/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 09/2023 | Present |
(1)Name of Business: Goodrich Wealth Planning Address: 100 2nd Ave S Ste 704S, Saint Petersburg, FL, 33701-4337, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/25/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Professional. Open/Close accounts. Administrative duties as assigned. (2)Name of Business: Sunshine State Wealth LLC Address: 100 2nd Ave S Ste 704S, Saint Petersburg, FL, 33701-4337, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-10 |
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