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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-01 |
Branch Locations
1692 West Hibiscus Boulevard, Melbourne, FL 32901 • United States
Satellite Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Melbourne | FL | 12/2015 | 03/2017 |
| Ameriprise Financial Services, Inc. | Melbourne | FL | 03/2017 | 03/2018 |
| Raymond James Financial Services, Inc. | Melbourne | FL | 04/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Melbourne | FL | 05/2018 | Present |
| Whittaker Cooper Financial Group | Melbourne | FL | 04/2018 | 02/2022 |
| N/A | Satellite Beach | FL | 10/2020 | 06/2022 |
(1)Name of Business: CPA FINANCIAL ENRICHMENT GROUP LLC Address: 1692 W Hibiscus Blvd, Melbourne, FL, 32901, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/23/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Operations Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-12 |
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