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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Paramus | NJ | 06/2015 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Naples | FL | 03/2026 | Present |
| Raymond James Financial Services, Inc | Naples | FL | 03/2026 | Present |
(1) Name of Business: Address: 633 103rd Ave N, Naples, FL, 34108, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Bolshem/ Klenofsky Wealth Management Address: 633 103rd Ave, Naples, FL, 34108, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/15/2015 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: Owner/Proprietor\n\nWealth management/investment advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-14 |
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