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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
3601 Pga Blvd Suite 301, Palm Beach Gardens, FL 33410 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Jupiter | FL | 11/2004 | 05/2019 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 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 |
| Plan / Financial Strategies Group Llp | Palm Beach Gardens | FL | 01/2020 | Present |
| Acadium Financial Partners | Palm Beach Gardens | FL | 05/2019 | Present |
(1)Name of Business: Address: 10256 Hunt Club Ln, Palm Beach Gardens, FL, 33418, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/10/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Acadium Financial Partners 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: Partner and Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-21 |
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