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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-07 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
700 Central Ave. Ste 302, St.PEtersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gonogo, Inc | Tampa | FL | 09/2016 | 06/2017 |
| Raymond James Financial Services, Inc | St. Petersburg | FL | 05/2017 | 10/2018 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 07/2017 | 10/2018 |
| Popmenu, Llc | Tampa | FL | 07/2017 | 09/2018 |
| James B. Spicer, Llc | St. Petersburg | FL | 07/2018 | 10/2018 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 10/2018 | 09/2020 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 08/2021 | 11/2023 |
| Refresco | Tampa | FL | 03/2021 | 08/2021 |
| Unemployed | Tampa | FL | 11/2020 | 02/2021 |
| Raymond James Financial Services, Inc | St. Petersburg | FL | 11/2023 | 09/2024 |
| Raymond James Financial Advisor, Inc | St. Petersburg | FL | 11/2023 | 09/2024 |
| University Of Florida | Gainesville | FL | 01/2016 | 05/2017 |
| Bluewater Financial | St. Petersburg | FL | 11/2023 | 09/2024 |
| Ryan Roy Financial Llc | Saint Petersburg | FL | 11/2023 | Present |
| Preserve Wealth Management | Saint Petersburg | FL | 03/2024 | Present |
| Lpl Financial Llc | Saint Petersburg | FL | 09/2024 | Present |
1- 09/2024 / The Preserve Wealth Management / DBA for LPL Business (entity for LPL business) / Inv Rltd / start 03/01/2024 2- 09/2024 / Ryan Roy Financial LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Rltd / start 11/02/2023 3.05/08/2025 - BlackHealth Partners - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:05/01/2025 - 10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-12 |
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