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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-11 |
Branch Locations
11505 Fairchild Gardens Avenue Suite 204, Palm Beach Gardens, FL 33410 • United States
3601 Pga Blvd Suite 301, Palm Beach Gardens, FL 33410 • United States
2 disclosure categories 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 | Royal Palm Beach | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Royal Palm Beach | FL | 11/2016 | 06/2017 |
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 06/2017 | Present |
| Raymond James Financial Serices Advisors Inc. | Palm Beach Gardens | FL | 07/2017 | Present |
(1)Name of Business: Address: 1320 manor dr, riviera beach, FL, 33404, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/10/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: my wife and I purchased trailer home and are landlords to new tenant with a 1yr lease collecting 1900 rent on a monthly basis. there are no liens on property. will be paying taxes maintaining property etc. lease has been extended for 1yr (2)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: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-13 |
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