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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lake Mary | FL | 11/2021 | 01/2024 |
| Bank Of America, N.A. | Lake Mary | FL | 07/2019 | 11/2021 |
| Bank Of America | Sanford | FL | 01/2001 | 07/2019 |
| Anderson Mckelvey Group | Lake Mary | FL | 01/2024 | Present |
| Raymond James Financial Services, Inc. | Lake Mary | FL | 01/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Mary | FL | 01/2024 | Present |
(1)Name of Business: Anderson McKelvey Group Address: 766 N. Sun Dr., Suite 2090, Lake Mary, FL, 32746, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: client service associate - speaking with clients, money movements, establishing new accounts, and additional account support activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-30 |
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