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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
| FL | RA | APPROVED | 2026-01-15 |
Branch Locations
2713 1St Avenue N., St. Petersburg, FL 33713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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