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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-11 |
| NJ | RA | APPROVED | 2017-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Red Bank | NJ | 11/1995 | 03/2017 |
| Raymond James Financial Services, Inc. | Red Bank | NJ | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Red Bank | NJ | 03/2017 | Present |
| Frances Dipalma Ira | Red Bank | NJ | 05/2017 | 12/2019 |
1) FIDUCIARY/POWER OF ATTORNEY:NOT INVESTMENT REALATED:11/2012-PRESENT:TWO RIVERS, NJ:POA:1 HR/MO:0 HRS DURING TRADING:ACT AS P.O.A. FOR MY MOTHER FRANCES DIPALMA. 2) FIDUCIARY/POWER OF ATTORNEY:NOT INVESTMENT RELATED:11/2012-PRESENT:TWO RIVERS, NJ:POA:1 HR/MO:0 HRS DURING TRADING:ACT AS P.O.A. FOR EMIL DIPALMA AND FRANCES DIPALMA JOINT ACCOUNT. 3) MC83. Address: Lincroft, NJ Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 02/26/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: Owner of DBA for purposes of payroll
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-08 |
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