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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 |
| TX | RA | APPROVED | 2023-04-28 |
Branch Locations
6550 N. Federal Highway Suite 505, Fort Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Ft.LAuderdale | FL | 08/2005 | 04/2023 |
| Raymond James Financial Services, Inc. | Fort Lauderdale | FL | 04/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Fort Lauderdale | FL | 04/2023 | Present |
(1)Name of Business: Leeward Financial Group Address: 6550 N Federal Hwy Ste 505, Fort Lauderdale, FL, 33308-1404, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Consulting (2)Name of Business: Leeward PSG Address: 6550 N Federal Hwy Ste 505, Fort Lauderdale, FL, 33308, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 04/28/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner of Leeward PSG. Provides Financial planning and advice services Im the sole financial advisor with this LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-02 |
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