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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-22 |
Branch Locations
3601 Pga Blvd Suite 301, Palm Beach Gardens, FL 33410 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Palm Beach | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | 06/2017 |
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 06/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Palm Beach Gardens | FL | 06/2017 | Present |
| Twin Powers Wealth, Llc | Palm Beach Gardens | FL | 06/2017 | Present |
(1)Name of Business: Edison Risk Address: 3601 PGA Blvd Suite 301, Palm Beach Gardens, FL, 33410, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/07/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchase Fixed MYGA Annuities for clients not offered through Producers Choice (2)Name of Business: FSG-Financial Strategies Group Address: 3601 PGA Blvd Suite 301, Palm Beach Gardens, FL, 33410, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/07/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is an Insurance General Agent. Will look to do Life Insurance Policies and Fixed Annuities with that offer better rate for clients. (3)Name of Business: Twin Powers Wealth, LLC Address: 3601 PGA Blvd Suite 301, Palm Beach Gardens, FL, 33410, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-21 |
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