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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-07
FL RA APPROVED 2021-07-02
  • TX RA
    APPROVED
    Since 2021-07-07
  • FL RA
    APPROVED
    Since 2021-07-02

Branch Locations

1560 Orange Avenue Suite 650, Winter Park, FL 32789 • 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
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
  • 03/2014 → 07/2017
    Raymond James Financial Services, Inc
    Winter Park, FL
  • 03/2014 → 07/2017
    Winter Park Wealth Group
    Winter Park, FL
  • 05/2014 → 07/2017
    Winter Park, FL
  • 07/2017 → 03/2021
    Andco Consulting, Llc
    Winter Park, FL
  • 04/2021 → Present
    Raymond James Financial Services, Inc.
    Winter Park, FL
  • 06/2021 → Present
    Winter Park, FL
  • 04/2021 → 12/2022
    Concurrent Advisors, Llc
    Winter Park, FL
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-06-02
S65 Uniform Investment Adviser Law Examination 2004-04-26
  • S63 Uniform Securities Agent State Law Examination
    2021-06-02
  • S65 Uniform Investment Adviser Law Examination
    2004-04-26
Designations
Other Names
  • George Derek Tangeman
  • G. D Tangeman
  • G.DErek D Tangeman
  • George D Tangeman
  • G.DErek Tangeman

View on SEC IAPD

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