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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| CT | RA | APPROVED | 2026-01-20 |
Branch Locations
19 Ludlow Road Suite 202, Westport, CT 06880 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Austin | TX | 10/2015 | 01/2026 |
| Raymond James Financial Services, Inc. | Westport | CT | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Westport | CT | 01/2026 | Present |
(1)Name of Business: Westport Wealth Partners Address: 22 Ludlow, Westport, CT, 06880, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/20/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in relation to activity: Founder, Owner/Proprietor, Partner\n\nIndependent financial advisory practice affiliated with Raymond James (RJFS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-15 |
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