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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-19 |
Branch Locations
1560 Orange Avenue Suite 650, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | The Villages | FL | 10/2011 | 10/2017 |
| Raymond James Financial Services, Inc | Winter Park | FL | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 10/2017 | Present |
| Sylvan Learning Center | Ocala | FL | 03/2023 | 12/2024 |
(1)Name of Business: Ray Behavioral Wealth, PLLC Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/19/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Co-Founder, Owner (2)Name of Business: Winter Park Wealth Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/29/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
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