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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2009 | 08/2020 |
| Raymond James Financial Services, Inc. | Gretna | VA | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Gretna | VA | 08/2020 | Present |
| Concurrent Advisors Support Company/Dba (Non-Owner) | Gretna | VA | 08/2020 | 03/2023 |
| Wayfinder Wealth Management Support Company/Dba (Owner) | Gretna | VA | 08/2020 | Present |
| Wayfinder Wealth Management | Gretna | VA | 08/2020 | Present |
(1)Name of Business: Light Money Address: 206 Music St S, Gretna, VA, 24557, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/14/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a shell corporation for a branding arm of Wayfinder Wealth Management and the Lightmoney.com website. Lightmoney.com is a website that is under RJ's supervision. (2)Name of Business: Wayfinder Wealth Management Address: 101 N Main St, Gretna, VA, 24557, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/14/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Management company DBA for RJFS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-05 |
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