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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Advisory Services, Inc. | Orlando | FL | 09/2016 | 03/2026 |
| Truist Investment Services, Inc. | Orlando | FL | 01/2009 | 03/2026 |
| Raymond James Financial Services, Inc. | Lake Mary | FL | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Lake Mary | FL | 03/2026 | Present |
| Addition Financial Credit Union | Lake Mary | FL | 02/2026 | Present |
(1)Name of Business: Addition Financial Wealth Management Address: 100 Primera Blvd Entrance, Lake Mary, FL, 32746-2194, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/17/2026 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 this activity: Advisor, Associate/Employee, and Brokerage Services Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-29 |
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