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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED_RES | 2024-05-30 |
| CT | RA | APPROVED | 2009-01-02 |
Branch Locations
1 disclosure category 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 | Greenwich | CT | 01/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Greenwich | CT | 01/2009 | Present |
| Intrepid Financial Services, Llc | Greenwich | CT | 01/2007 | Present |
2745579(1)Name of Business: Capital Brokerage Address: 115 E Putnam Ave Fl 3, Greenwich, CT, 06830, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: From time to time, I may engage Capital Brokerage to help me find the best non-variable insurance options for my clients. (2)Name of Business: intrepid financial servies llc Address: 115 E Putnam Ave Fl 3, Greenwich, CT, 06830, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: i established an llc to for my RJ compensation to be paid into and it's my website url
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-07 |
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