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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-04
FL RA APPROVED 2026-01-15
  • TX RA
    APPROVED
    Since 2026-08-04
  • FL RA
    APPROVED
    Since 2026-01-15

Branch Locations

2713 1St Avenue N., St. Petersburg, FL 33713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Saint Petersburg FL 09/2025 Present
Gottscho Printing Systems, Inc. Willow Grove PA 12/2018 Present
University Of Florida Gainesville FL 08/2021 05/2025
Bernardo Wealth Planning Llc Harleysville PA 05/2024 08/2024
Stone Harbor Square License Llc Stone Harbor NJ 05/2023 08/2023
Jersey Cape Partners Llc Stone Harbor NJ 06/2021 08/2021
Iconavest Operating Llc Avalon NJ 05/2022 06/2022
Bernardo Wealth Planning Llc Harleysville PA 12/2022 12/2022
Gwynedd Mercy Academy High School Lower Gwynedd Township PA 09/2017 06/2021
Stone Harbor Square License Llc Stone Harbor NJ 06/2022 08/2022
Pirate Island Golf Avalon NJ 06/2020 08/2020
Mary, Mother Of The Redeemer School North Wales PA 09/2008 09/2017
Frey Masterson Investment Advisors Saint Petersburg FL 09/2025 Present
Northwestern Mutual Investment Services, Llc Clearwater FL 02/2025 07/2025
Raymond James Financial Services Advisors, Inc Saint Petersburg FL 01/2026 Present
  • 09/2025 → Present
    Raymond James Financial Services, Inc.
    Saint Petersburg, FL
  • 12/2018 → Present
    Gottscho Printing Systems, Inc.
    Willow Grove, PA
  • 08/2021 → 05/2025
    University Of Florida
    Gainesville, FL
  • 05/2024 → 08/2024
    Bernardo Wealth Planning Llc
    Harleysville, PA
  • 05/2023 → 08/2023
    Stone Harbor Square License Llc
    Stone Harbor, NJ
  • 06/2021 → 08/2021
    Jersey Cape Partners Llc
    Stone Harbor, NJ
  • 05/2022 → 06/2022
    Iconavest Operating Llc
    Avalon, NJ
  • 12/2022 → 12/2022
    Bernardo Wealth Planning Llc
    Harleysville, PA
  • 09/2017 → 06/2021
    Gwynedd Mercy Academy High School
    Lower Gwynedd Township, PA
  • 06/2022 → 08/2022
    Stone Harbor Square License Llc
    Stone Harbor, NJ
  • 06/2020 → 08/2020
    Pirate Island Golf
    Avalon, NJ
  • 09/2008 → 09/2017
    Mary, Mother Of The Redeemer School
    North Wales, PA
  • 09/2025 → Present
    Frey Masterson Investment Advisors
    Saint Petersburg, FL
  • 02/2025 → 07/2025
    Northwestern Mutual Investment Services, Llc
    Clearwater, FL
  • 01/2026 → Present
    Saint Petersburg, FL
Other Businesses

(1)Name of Business: Frey Masterson Investment Advisors Address: 2713 1st Ave N, Saint Petersburg, FL, 33713-8723, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/15/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Currently, most of my time is spent studying to obtain the last of my licenses; however, I also shadow meetings, assist in the creation of financial plans using Goal Planning and Monitoring, and create client profiles in CRM.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
  • S66 Uniform Combined State Law Examination
    2025-12-23
Other Names
  • Tristen Marie Hasson

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