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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-05 |
Branch Locations
1560 Orange Ave. Suite 650, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Edmonds | WA | 01/2008 | 07/2021 |
| Raymond James Financial Services, Inc. | Tampa | FL | 08/2021 | 01/2023 |
| Raymond James Financial Services Advisors, Inc. | Tampa | FL | 08/2021 | 01/2023 |
| Purshe Kaplan Sterling Investements | Albany | NY | 01/2023 | 03/2024 |
| Concurrent Investment Advisors, Llc | Tampa | FL | 11/2022 | 03/2024 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 04/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Winter Park | FL | 04/2024 | Present |
(1)Name of Business: Sloane Financial Planning 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: 03/28/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client support/administrative functions (2)Name of Business: Winter Park Wealth 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: 03/25/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client support and administrative functions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-08 |
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