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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-29 |
| FL | RA | APPROVED | 2016-08-12 |
Branch Locations
601 N New York Avenue Suite 102, Winter Park, FL 32789 • United States
Sorrento, FL • United States
1525 International Parkway Suite 4031, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Winter Park | FL | 07/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 08/2016 | Present |
(1)Name of Business: Palmer Planells Wealth Group Address: 601 N New York Ave Ste 102, Winter Park, FL, 32789, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/25/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President and CEO (2)Name of Business: Winter Park Library Address: 1052 w morse blvd, winter park , FL, 32789, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part of the finance committee that oversees the budget for the library.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 2014-03-14 |
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