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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-22 |
| FL | RA | APPROVED | 2024-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Heathrow | FL | 01/2011 | 01/2024 |
| Bank Of America,Na | Heathrow | FL | 01/2011 | 01/2024 |
| Raymond James Financial Services, Inc | Lake Mary | FL | 01/2024 | Present |
| Raymond James Financial Advisors, Inc | Lake Mary | FL | 01/2024 | Present |
| Anderson Mckelvey Group | Lake Mary | FL | 01/2024 | Present |
| Amgwm, Llc | Lake Mary | FL | 01/2024 | Present |
| Mckelvey Amg, Llc | Lake Mary | FL | 01/2024 | Present |
(1)Name of Business: AMGWM, LLC Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner of DBA through RJFS/ Financial Advisor. (2)Name of Business: Anderson McKelvey Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner of DBA through RJFS/Financial Advisor (3)Name of Business: McKelvey AMG, LLC Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner of DBA through RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-03 |
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