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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED_RES | 2026-08-17 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of The Atlantic | Bar Harbor | ME | 03/2015 | 04/2026 |
| Lpl Financial Llc | Glastonbury | CT | 08/2018 | 08/2026 |
| Raymond James Financial Services, Inc | Oakland | ME | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Oakland | ME | 08/2026 | Present |
(1)Name of Business: Osprey Wealth Management Address: 46 First Park Dr Ste B, Oakland, ME, 04963-5376, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/02/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am the Owner & Wealth Advisor of Osprey Wealth Management, my business DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-30 |
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