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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-07 |
| FL | RA | APPROVED | 2021-07-02 |
Branch Locations
1560 Orange Avenue Suite 650, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Winter Park | FL | 03/2014 | 07/2017 |
| Winter Park Wealth Group | Winter Park | FL | 03/2014 | 07/2017 |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 05/2014 | 07/2017 |
| Andco Consulting, Llc | Winter Park | FL | 07/2017 | 03/2021 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Winter Park | FL | 06/2021 | Present |
| Concurrent Advisors, Llc | Winter Park | FL | 04/2021 | 12/2022 |
(1) Name of Business: AGW Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Supervisor for the AGW OSJ. (2) Name of Business: Winter Park Wealth Group, LLC Address: 1560 Orange Ave; Suite 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/05/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-26 |
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