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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-30 |
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2011 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Flemington | NJ | 10/2025 | Present |
| Raymond James Financial Services, Inc. | Flemington | NJ | 10/2025 | Present |
(1)Name of Business: Executive Wealth & Retirement Strategies Address: 24 Mine St Ste 1B, Flemington, NJ, 08822-2179, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/07/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is our DBA for our financial planning company, securities and investments offered through Raymond James
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-10 |
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