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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
9180 Estero Park Commons Suite 8, Estero, FL 33928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Estero | FL | 08/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Estero | FL | 09/2009 | Present |
| Trustee | Fort Myers | FL | 01/2012 | Present |
| Kerry Horne House Of Feathers | Fort Myers | FL | 01/2010 | 08/2020 |
| Kph Financial | Estero | FL | 04/2018 | Present |
| Kph Financial | Estero | FL | 04/2018 | Present |
(1)Name of Business: KPH Financial LLC Address: 9180 Estero Park Commons Blvd Ste 8, Estero, FL, 33928, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/06/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: independent contractor financial advisor under Stephen Eller, in the Estero, FL 6TH branch (2)Name of Business: KPH FiNANCIAL, LLC Address: 9180 Estero Park Commons Blvd, Estero, FL, 33928-3218, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/04/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-29 |
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