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200 East Las Olas Boulevard 19Th Floor, Fort Lauderdale, FL 33301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| CO | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2026-01-05 |
| IL | RA | APPROVED | 2026-01-05 |
| KY | RA | APPROVED | 2026-01-05 |
| NJ | RA | APPROVED | 2026-01-05 |
| SC | RA | APPROVED | 2026-01-05 |
| NC | RA | APPROVED | 2024-12-23 |
| VA | RA | APPROVED | 2023-08-29 |
| GA | RA | APPROVED | 2023-08-28 |
| IN | RA | APPROVED | 2023-08-28 |
| PA | RA | APPROVED | 2023-08-28 |
| NY | RA | APPROVED | 2023-08-25 |
| WA | RA | APPROVED | 2023-08-25 |
| OH | RA | APPROVED | 2014-03-28 |
Branch Locations
200 East Las Olas Boulevard 19Th Floor, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Miami | FL | 01/2014 | 08/2023 |
| Raymond James Financial Services Advisors Inc. | Miami | FL | 01/2014 | 08/2023 |
| Provenance Wealth Advisors | Miami | FL | 01/2014 | Present |
| Provenance Wealth Advisors | Miami | FL | 01/2014 | Present |
| Pwa Securities, Llc | Miami | FL | 08/2023 | Present |
(1)Name of Business: Provenance Wealth Advisors Address: 200 S Biscayne Blvd Fl 7/8, Miami, FL, 33131, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 01/06/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Retirement, Investment, Business, Estate, Insurance and Charitable planning engagements with clients as appropriate for a fee. (2)Name of Business: Provenance Wealth Advisors Address: 200 S Biscayne Blvd Fl 7/8, Miami, FL, 33131, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/06/2014 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Obtain competitive quotes and present to clients for consideration. Complete applications and submit to carriers to meet client specific goals and objectives. Oversee the underwriting process and deliver policies to clients. (3) Name of Business: Referral Fees; Non-Investment Related; Address: 200 E Las Olas Blvd, 19th Floor, Fort Lauderdale, FL 33301. Activity Type: Referral Fees. Position/Title: NA Investment Related: No. Start Date: 8/28/23. Hours devoted to activity: 1. Description: Receive referral fees for business referred to CPA Firm Berkowitz Pollack Brant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-25 |
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