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Peter W Goldsich

Raymond James & Associates, Inc.

St. Petersburg, FL

Kansas City, KS

Raymond James Financial Services Advisors, Inc

Kansas City, KS

Saint Petersburg, FL

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-04-15
  • KS RA
    APPROVED
    Since 2024-04-15

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Kansas City, KS • United States

Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-04-15
  • KS RA
    APPROVED
    Since 2024-04-15

Branch Locations

Kansas City, KS • United States

880 Carillon Parkway, Saint Petersburg, FL 33716 • 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
Waddell & Reed, Inc. Overland Park KS 06/2010 02/2021
Cuso Financial Services, Lp San Diego CA 03/2021 04/2024
Grove Point Financial, Llc Rockville MD 12/2023 04/2024
Raymond James & Associates Inc. Kansas City KS 04/2024 Present
Raymond James Financial Services Advisors Inc. Kansas City KS 04/2024 Present
Raymond James Financial Services Inc. Kansas City KS 04/2024 Present
  • 06/2010 → 02/2021
    Waddell & Reed, Inc.
    Overland Park, KS
  • 03/2021 → 04/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 12/2023 → 04/2024
    Grove Point Financial, Llc
    Rockville, MD
  • 04/2024 → Present
    Raymond James & Associates Inc.
    Kansas City, KS
  • 04/2024 → Present
    Raymond James Financial Services Advisors Inc.
    Kansas City, KS
  • 04/2024 → Present
    Raymond James Financial Services Inc.
    Kansas City, KS
Previous Registrations
  • 2021-03-23 → 2024-04-01
    Cuso Financial Services, L.P.
    San Diego, CA
    Kansas City, KS
    Kansas City, KS
  • 2015-08-27 → 2021-03-24
    Waddell & Reed
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-27
  • S66 Uniform Combined State Law Examination
    2015-08-27
Other Names
  • Pete Goldsich
  • Peter William Goldsich

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
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