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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-10 |
| GA | RA | APPROVED | 2016-08-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Rome | GA | 08/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Rome | GA | 08/2016 | Present |
| Kt Financial Synergies Llc | Rome | GA | 08/2016 | Present |
(1)Name of Business: KT Financial Synergies LLC Address: 705 E 1st St, Rome, GA, 30161, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/10/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: responsible for expenses associated with our practice at RJFS and payroll for employees (Paychex)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-11 |
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