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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
| TX | RA | APPROVED_RES | 2025-06-30 |
Branch Locations
12590 Whitehall Drive Suite 2, Fort Myers, FL 33907 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2006 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Fort Myers | FL | 06/2025 | Present |
| Raymond James Financial Services, Inc. | Fort Myers | FL | 06/2025 | Present |
(1)Name of Business: Private Wealth Consultants, LLC Address: 12590 Whitehall Dr Ste 2, Fort Myers, FL, 33907-4680, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/19/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Management of Client Investment Assets (2)Name of Business: Private Wealth Tax Advisory LLC Address: 12590 Whitehall Dr Ste 2, Fort Myers, FL, 33907-4680, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor, Partner Investment Related: No Start Date: 04/04/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We outsource tax preparation to Jennifer Jones, CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-30 |
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