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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-27 |
| FL | RA | APPROVED | 2022-04-22 |
| NC | RA | APPROVED | 2021-06-07 |
| TX | RA | APPROVED_RES | 2021-05-19 |
Branch Locations
91750 Overseas Highway, Tavernier, FL 33070 • United States
670 Marina Drive Suite 202-B, Charleston, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 07/2014 | 05/2021 |
| Raymond James Financial Services, Inc. | Charleston | SC | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Charleston | SC | 05/2021 | Present |
| High Country Wealth Management | Banner Elk | NC | 06/2022 | Present |
| Tidewater Wealth Strategies, Llc | Charleston | SC | 01/2025 | 01/2025 |
(1) Name of Business: Tidewater Wealth Strategies, LLC Address: 670 Marina Drive, Suite 200, Charleston, SC, 29492, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administrative as it pertains to support company for RJFS branch
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-22 |
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