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Scott Herbert Sundberg

Raymond James Financial Services Advisors, Inc

Saint Petersburg, FL

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-03-12
  • FL RA
    APPROVED
    Since 2019-03-12

Branch Locations

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services Tampa FL 11/2013 01/2018
Usaa Financial Advisors, Inc. Tampa FL 11/2013 12/2018
Usaa Investment Management Company San Antonio TX 01/2018 12/2018
Raymond James Financial Services,Inc St.PEtersburg FL 12/2018 Present
Raymond James Financial Services Advisors Inc. Saint Petersburg FL 12/2018 Present
  • 11/2013 → 01/2018
    Usaa Financial Planning Services
    Tampa, FL
  • 11/2013 → 12/2018
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 01/2018 → 12/2018
    Usaa Investment Management Company
    San Antonio, TX
  • 12/2018 → Present
    Raymond James Financial Services,Inc
    St.PEtersburg, FL
  • 12/2018 → Present
    Raymond James Financial Services Advisors Inc.
    Saint Petersburg, FL
Previous Registrations
  • 2018-01-08 → 2018-12-17
    Usaa Investment Services Company
    San Antonio, TX
  • 2013-12-09 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
  • 2009-08-06 → 2013-07-16
    Harrisdirect Llc
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-13
S63 Uniform Securities Agent State Law Examination 1998-06-05
  • S66 Uniform Combined State Law Examination
    2009-07-13
  • S63 Uniform Securities Agent State Law Examination
    1998-06-05

View on SEC IAPD

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RAYMOND JAMES INVESTMENT MANAGEMENT
EAGLE ASSET MANAGEMENT INC
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THREE OAKS PARTNERS INVESTMENT COUNSEL LLC
LSP ADVISORY LLC

Other Investors

Savina N Mintcheva
ALYSA REBECCA REINOEHL
MATTHEW KYLE MEHLTRETTER
Nakia Schwann Martin
JOANNA MOFFITT BEVER
Phillip Kurt Sutton
THEODORE EVERETT DESAUTELS
AUTUMN ADAIR BONSALL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES & ASSOCIATES, INC. · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · St. Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
EAGLE ASSET MANAGEMENT INC · ST. PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · ST PETERSBURG, FL

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