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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-07-18 |
| AL | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Decatur | AL | 01/1999 | Present |
| Wealth Advisory Group Properties, Llc | Decatur | AL | 10/2005 | 07/2017 |
| Raymond James Financial Services Advisors, Inc | Decatur | AL | 01/2009 | Present |
2404769 (1) Name of Business: StoneBridge Wealth Management Address: 306 4th Ave SE, Decatur, AL, 35601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/29/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch Manager, CFP (2) Name of Business: Wealth Advisory Group Properties, LLC Address: 306 4th Avenue S.E., Decatur, AL, 35601, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/14/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 100% owner (3) Name of Business: Wealth Advisory Group, Inc. Address: 306 4th Ave SE, Decatur, AL, 35601, United States Activity Type: Support Company - Owner Position/Title: Officer - President, Officer - Secretary Investment Related: No Start Date: 03/30/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Active executive officer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-11 |
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