Lataney Onesha Levy

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Raymond James Financial Services, Inc.
  Punta Gorda, FL
• 02/2014 → Present
  Raymond James Financial Services Advisors, Inc.
  Punta Gorda, FL
• 03/2023 → 12/2025
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Previous Registrations

• 2023-04-10 → 2025-12-31
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Venice, FL
• 2013-07-08 → 2013-10-09
  Ameriprise Financial Services, Llc
  Lakewood Ranch, FL

Other Businesses

(1)Name of Business: Ocho Rios Cleaning Service, LLC Address: 11463 Burgundy Dr, Venice, FL, 34293, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 04/22/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in admin duties when requested.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-02

Other Names

• Lataney Onesha John Levy