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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-06-07 |
Branch Locations
501 Centre St Suite 124, Fernandina Beach, FL 32034 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fernandina Beach | FL | 03/2012 | 04/2018 |
| Janney Montgomery Scott Llc | Ponte Vedra Beach | FL | 04/2018 | 12/2021 |
| Janney Montgomery Scott Llc | Ponte Vedra Beach | FL | 12/2021 | 04/2022 |
| Raymond James Financial Services, Inc. | Amelia Island | FL | 05/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Amelia Island | FL | 05/2022 | Present |
(1)Name of Business: All About Money Address: 4075 Dunewood Place, Fernandina Beach, FL, 32034, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I submitted the book to Raymond James prior to joining (2)Name of Business: Nassau County Council on Aging Address: 501 Centre St Ste 124, Fernandina Beach, FL, 32034-3936, United States Activity Type: Professor/Teacher Position/Title: Investment Related: Yes Start Date: 07/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (3)Name of Business: Nicklas Wealth Management Address: 501 Centre Street, Suite 124, Amelia Island, FL, 32034-5373, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/26/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-29 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-29 |
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