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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2016-09-13 |
Branch Locations
40 Tower Lane Avon Park South, Avon, CT 06001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Avon | CT | 09/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Avon | CT | 09/2016 | Present |
| Valley Financial Group Llc | Avon | CT | 06/2018 | 03/2022 |
(1)Name of Business: Address: 38 Lochview Drive, Windsor, CT, 06095, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/01/1985 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Tripp, Steve & Betsy All Address: 38 Lochview Drive, Windsor, CT, 06095, United States Activity Type: Control Person Position/Title: Trustee (Acting), Executor (Acting) Investment Related: Yes Start Date: 04/24/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. Proceeding my current employment with Valley Financial Group LLC, I have supported my mother as her POA and as the trustee for the Tripp Family Trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-26 |
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