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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-08-15
  • MO RA
    APPROVED
    Since 2025-08-15

Branch Locations

5991 S Highway 94, Weldon Spring, MO 63304 • 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
Fidelity Brokerage Services Llc Chesterfield MO 08/2015 04/2024
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2024
Raymond James Financial Services, Inc. St. Charles MO 08/2025 Present
Raymond James Financial Services Advisors, Inc. St. Charles MO 08/2025 Present
Unemployed Cottleville MO 04/2024 07/2025
Strategic Advisors Llc Chesterfield MO 07/2016 07/2018
  • 08/2015 → 04/2024
    Fidelity Brokerage Services Llc
    Chesterfield, MO
  • 07/2018 → 04/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2025 → Present
    Raymond James Financial Services, Inc.
    St. Charles, MO
  • 08/2025 → Present
    St. Charles, MO
  • 04/2024 → 07/2025
    Unemployed
    Cottleville, MO
  • 07/2016 → 07/2018
    Strategic Advisors Llc
    Chesterfield, MO
Previous Registrations
  • 2018-07-13 → 2024-04-09
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-07-07 → 2018-07-13
    Chesterfield, MO
Other Businesses

(1) Name of Business: Midland States Bank Address: 5991 S Highway 94, Weldon Spring, MO, 63304-5611, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor- provide financial planning services to inividuals using the Raymond James platform. (2) Name of Business: Midland Wealth Management Address: 5991 S Highway 94, Weldon Spring, MO, 63304-5611, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor using the Raymond James platform

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
S63 Uniform Securities Agent State Law Examination 2006-03-06
  • S66 Uniform Combined State Law Examination
    2016-05-23
  • S63 Uniform Securities Agent State Law Examination
    2006-03-06
Other Names
  • Amy Cayce
  • Amy Danielle Cayce
  • Amy Danielle Grass

View on SEC IAPD

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