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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-07 |
| NY | RA | APPROVED | 2021-07-08 |
| TX | RA | APPROVED_RES | 2021-05-27 |
Branch Locations
9160 Forum Corporate Pkwy Suite 350, Ft, Myers, FL 33905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Plainview | NY | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | Plainview | NY | 05/2009 | Present |
| Paul Louis Financial | Fort Myers | NY | 04/2009 | Present |
| Lighthouse Wealth Strategies | Fort Myers | FL | 06/2011 | Present |
(1)Name of Business: Lighthouse Wealth Strategies Address: 9160 Forum Corporate Pkwy Ste 350, Fort Myers, FL, 33905-7808, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/23/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company (2)Name of Business: Paul Louis Financial Address: 9160 Forum Corporate Pkwy Suite, 350, Ft Myers, FL, 33905, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/29/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-15 |
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