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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-29 |
| TX | RA | APPROVED | 2019-05-10 |
Branch Locations
27499 Riverview Center Blvd Suite 108, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Bonita Springs | FL | 10/2010 | 05/2019 |
| Raymond James Financial Services, Inc. | Bonita Springs | FL | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Bonita Springs | FL | 05/2019 | Present |
| Acadium Financial Partners | Bonita Springs | FL | 05/2019 | Present |
(1)Name of Business: Address: 27499 Riverview Center Blvd, Bonita Springs, FL, 34134-4329, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 10/10/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Typical responsibilities of a sales agent. (2)Name of Business: Advisor's Network Address: 27499 Riverview Center Blvd, Bonita Springs, FL, 34134-4329, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Responsibilities typical of a sales agent. (3)Name of Business: Financial Strategies Group, LLP Address: 27499 Riverview Ctr Blvd, Ste 108, Bonita Springs, FL, 34134, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/20/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Typical responsibilities of a sales agent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-17 |
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