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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-02 |
| CT | RA | APPROVED | 2017-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployment | Old Saybrook | CT | 11/2015 | 03/2017 |
| Raymond James Financial Services | Old Saybrook | CT | 03/2017 | 03/2017 |
| Raymond James Financial Services, Inc | Branford | CT | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Branford | CT | 03/2017 | Present |
Name of Business: Shoreline Financial LLC, Address: 144 N Main St Branford, CT, 06405 Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/31/2020 HPM: 81 HPM trade hours: 41 Duties: Manage entire operation - sole proprietor, sole member of LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-21 |
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