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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-16 |
| NY | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
19 Ludlow Road Suite 202, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Westport | CT | 10/2011 | 01/2026 |
| Raymond James Financial Services, Inc. | Westport | CT | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Westport | CT | 01/2026 | Present |
(1)Name of Business: Westport Wealth Partners Address: 22 Ludlow Rd, Westport, CT, 06880, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/16/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor\Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-21 |
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