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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-15 |
| NY | RA | APPROVED | 2021-07-08 |
Branch Locations
102 E. Seneca Street Suite 212, Sherrill, NY 13461 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planned Results Inc. | Syracuse | NY | 04/1993 | Present |
| Raymond James Financial Services, Inc. | Sherrill | NY | 01/1999 | Present |
| Raymond James Financial Services Advisors Inc. | Sherrill | NY | 07/2017 | Present |
(1)Name of Business: Planned Results, Inc. Address: 102 E. Seneca St. Suite 212, Sherrill, NY, 13461, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2017 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 (2)Name of Business: Planned Results, Inc. Address: 400 Spencer Street, Syracuse, NY, 13204, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/26/2001 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-07 |
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