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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-18 |
| FL | RA | APPROVED | 2017-02-20 |
Branch Locations
100 Village Square Crossing Suite 201, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Palm Beach Gardens | FL | 10/2010 | 01/2017 |
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 01/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Palm Beach Gardens | FL | 02/2017 | Present |
| Edgewater Wealth Management Llc | Palm Beach Gardens | FL | 01/2017 | Present |
(1)Name of Business: Edgewater Wealth Management LLC Address: 100 Village Square Crossing, Suite 201, Palm Beach Gardens, FL, 33410, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/13/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 1993-07-01 |
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