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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-13 |
Branch Locations
3300 Pga Blvd Suite 970, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Saint Louis | MO | 02/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Saint Louis | MO | 11/2016 | 03/2023 |
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 04/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Palm Beach Gardens | FL | 04/2023 | Present |
(1) Name of Business: Helius Wealth Management Address: 3300 Pga Blvd Ste 970, Palm Beach Gardens, FL, 33410, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 04/03/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 81+ Description of duties: Partner of Helius Wealth Management which is an independent practice that is part of Raymond James (2) Name of Business: Nelson Wealth Management LLC Address: 3300 Pga Blvd Ste 970, Palm Beach Gardens, FL, 33410, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 04/17/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: It is the LLC with me as the sole proprietor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
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