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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2009-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Decatur | AL | 08/2005 | Present |
| Wealth Advisory Group | Decatur | AL | 08/2005 | Present |
| Raymond James Financial Services Advisors Inc. | Decatur | AL | 03/2009 | Present |
(1)Name of Business: Reichert Investments Inc Address: 306 4th Ave SE, Decatur, AL, 35601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/24/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of support corporation (2) Name of Business: DBA Stonebridge Wealth Management Address: 306 4th Ave SE, Decatur, AL, 35601, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 06/30/2016 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-25 |
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