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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-16 |
| MA | RA | APPROVED | 2009-05-08 |
| CT | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | North Haven | CT | 03/1999 | Present |
| Raymond James Financial Services Advisors, Inc | North Haven | CT | 01/2009 | Present |
(1)Name of Business: LongView InvestmentsLLC Address: 12 Washington Ave, North Haven, CT, 06473, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/20/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Shoreview Wealth Management Address: 12 Washington Ave, North Haven, CT, 06473, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Shoreview Wealth Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-04 |
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