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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-26 |
| FL | RA | APPROVED | 2009-07-20 |
Branch Locations
100 2Nd Avenue S Suite 300 S, St. Petersburg, FL 33701 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Petersburg | FL | 05/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 05/2009 | Present |
(1) Name of Business: Bourbon Barrel Buddies, LLC Address: 2028 Illinois Ave Ne, ST Petersburg, FL, 33703, United States Activity Type: Private Investment/Private Securities Transaction(PST) Position/Title: Investment Related: Yes Start Date: 11/03/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Panos Wealth Partners Group, Inc. Address: 100 2nd Ave S, Saint Petersburg, FL, 33701, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 09/28/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: offer financial products, stocks, bonds, mtutal funds, all securities through RJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-08 |
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