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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2014-05-16 |
Branch Locations
1144 Market Street Suite 200, Wheeling, WV 26003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wheeling | WV | 05/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Wheeling | WV | 05/2014 | Present |
| Riverbridge Wealth Llc | Wheeling | WV | 01/2019 | Present |
Name of Business: Riverbridge Wealth Management, Address: 1144 Market St Ste 200, Wheeling, Activity Type: Support Company - Owner, Position/Title: Other, Investment Related: No Start Date: 04/10/2024, HPM: 81, HPM trade hours: 41, Duties: Partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-08 |
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