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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-12-19 |
| CT | RA | APPROVED | 2009-07-01 |
Branch Locations
40 Tower Lane Avon Park South, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Avon | CT | 06/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Avon | CT | 06/2009 | Present |
| Valley Financial Group | Avon | CT | 03/2016 | Present |
Name of Business : Valley Financial Group Address: 4304 Artesian Cove Court,Denver, NC Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 03/01/2016 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 1 Description of duties: Financial Advisor, Raymond James Financial Services, Inc..
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-07 |
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