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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED | 2025-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Milford | CT | 09/2016 | 07/2017 |
| Keybank | Milford | CT | 09/2016 | 07/2017 |
| First Niagara Bank | Milford | CT | 08/2015 | 09/2016 |
| Lpl Financial Llc | Milford | CT | 08/2015 | 09/2016 |
| Edward Jones | Saint Louis | MO | 02/2017 | 10/2025 |
| Raymond James Financial Services Inc. | Milford | CT | 10/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Milford | CT | 10/2025 | Present |
(1)Name of Business: Sound Financial Partners LLC Address: 25 High St Unit 101, Milford, CT, 06461-4767, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/20/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the entity I am registered doing business as, DBA under my business of Ucci Partners Wealth Management LLC. Ucci Partners Wealth Management LLc has been previously disclosed. (2)Name of Business: Ucci Partners Wealth Management LLC Address: 25 High St Unit 101, Milford, CT, 06461-4767, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 10/21/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC organized under S corp for business expenses and payroll for Sound Financial Partners LLC located 25 High St unit 101 Milford, CT 06460. Sound Financial Partners is registered under Raymond James Securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-02 |
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