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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-02 |
| FL | RA | APPROVED | 2024-10-01 |
Branch Locations
700 Central Ave. Ste 302, St.PEtersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St. Petersburg | FL | 02/2005 | 09/2024 |
| Accounting Cpa Taxes | Largo | FL | 07/1996 | Present |
| Raymond James Financial Services Advisors, Inc | St Petersburg | FL | 01/2009 | 09/2024 |
| Ash Brokerage | Saint Petersburg | FL | 01/2014 | 06/2017 |
| Bluewater Financial Consultants | St. Petersburg | FL | 02/2005 | Present |
| Lpl Financial Llc | St. Petersburg | FL | 09/2024 | Present |
1 - 09/18/2024 - Bluewater Financial - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 8 Hours/Month - FL 33701 - OBA Start Date: 01/01/2005. 2 - 09/18/2024 - MARK WOLF FINANCIAL SERVICES INC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 5 Hours/Month - FL 33701 - OBA Start Date: 01/01/2015.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-09-17 |
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