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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
| NJ | RA | APPROVED | 2021-04-01 |
Branch Locations
257 Monmouth Rd Bldg. B, Suite 7, Oakhurst, NJ 07755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Oakhurst | NJ | 06/2012 | 06/2019 |
| Summit Brokerage Services | Oakhurst | NJ | 06/2019 | 09/2019 |
| Summit Financial Group Inc | Oakhurst | NJ | 06/2019 | 04/2021 |
| Cetera Advisor Networks Llc | Oakhurst | NJ | 09/2019 | 04/2021 |
| Raymond James Financial Services, Inc. | Oakhurst | NJ | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Oakhurst | NJ | 04/2021 | Present |
| Grande Finanial Services, Inc | Oakhurst | NJ | 04/1995 | Present |
(1)Name of Business: Grande Financial Services, Inc. Address: 257 Monmouth Rd, Oakhurst, NJ, 07755, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 04/01/1995 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Supervisory functions for the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-05 |
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