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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-21 |
| TX | RA | APPROVED | 2019-05-17 |
Branch Locations
11505 Fairchild Gardens Avenue Suite 204, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Port St Lucie | FL | 10/2006 | Present |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 05/2019 |
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Palm Beach Gardens | FL | 05/2019 | Present |
| Acadium Financial Partners, Llc | Palm Beach Gardens | FL | 05/2019 | Present |
(1) Name of Business: 4901 Bonsai Circle LLC Address: 18200 SE Ridgeview Dr, Jupiter, FL, 33469, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/02/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Acadium Financial Partners, LLC Address: 3601 PGA Blvd Suite 301, Palm Beach Gardens, FL, 33410, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/10/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3) SUNTRUST INVESTMENT SERVICES, INC, PORT ST LUCIE, Investment Related: Yes 10/2006, INVESTMENT CONSULTANT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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