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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-11-14 |
Branch Locations
500 Elm Grove Rd Ste 108, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intelligent Investors Group | Elm Grove | WI | 02/2015 | Present |
| Raymond James Financial Services Inc | Elm Grove | WI | 05/2010 | Present |
| Raymond James Financial Services Advisors | Elm Grove | WI | 11/2022 | Present |
(1)Name of Business: Intelligent Investors, LLC Address: 500 Elm Grove Road Suite 108, Elm Grove, WI, 53122, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/25/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-12 |
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