Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-27
FL RA APPROVED 2021-11-09
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • FL RA
    APPROVED
    Since 2021-11-09

Branch Locations

7380 Sand Lake Road Suite 405, Orlando, FL 32819 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Co Orland FL 10/2014 11/2021
Mml Investors Services, Llc Orlando FL 12/2014 11/2021
Raymond James Financial Services, Inc. Orlando FL 11/2021 Present
Raymond James Financial Services Advisors, Inc. Orlando FL 11/2021 Present
Signature Wealth Partners Orlando FL 11/2021 Present
Dp Wealth Strategies Orlando FL 11/2021 Present
  • 10/2014 → 11/2021
    Massachusetts Mutual Life Insurance Co
    Orland, FL
  • 12/2014 → 11/2021
    Orlando, FL
  • 11/2021 → Present
    Raymond James Financial Services, Inc.
    Orlando, FL
  • 11/2021 → Present
    Orlando, FL
  • 11/2021 → Present
    Signature Wealth Partners
    Orlando, FL
  • 11/2021 → Present
    Dp Wealth Strategies
    Orlando, FL
Previous Registrations
Other Businesses

(1)Name of Business: Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 04/27/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: brokering insurance products to clients (2)Name of Business: DP Wealth Strategies Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor S corporation (3)Name of Business: Erb and Young Insurance Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/13/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Helping clients of the firm with Life insurance planning. Referral partner that we split commissions on business (4)Name of Business: Signature Wealth Partners Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor with the firm (5)Name of Business: The Brokers Network Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Providing Life Insurance solutions

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-19
S63 Uniform Securities Agent State Law Examination 2012-12-05
  • S65 Uniform Investment Adviser Law Examination
    2015-03-19
  • S63 Uniform Securities Agent State Law Examination
    2012-12-05

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor