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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-06-25 |
Branch Locations
500 Australian Ave S. Suite 600, West Palm Beach, FL 33401 • 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 |
|---|---|---|---|---|
| Ronald L. Wilson, Cpa | Severna Park | MD | 04/1994 | Present |
| Raymond James Financial Services, Inc | West Palm Beach | FL | 09/2004 | Present |
| Raymond James Financial Services Advisors, Inc | West Palm Beach | FL | 01/2009 | Present |
| Ronald L. Wilson, Cpa, Cfp | West Palm Beach | FL | 09/2005 | Present |
Name of Business : Ronald L. Wilson, CPA Address: 6800 Oakmont Way,West Palm Beach, FL Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related:No Start Date: 09/06/2005 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 5 Description of duties: Tax preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-11 |
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