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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-03-24 |
Branch Locations
2770 Indian River Blvd Suite 344, Vero Beach, FL 32960 • United States
2455 E Sunrise Blvd. Suite 200, Office 2, Fort Lauderdale, FL 33304 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fort Lauderdale | FL | 03/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Lauderdale | FL | 03/2016 | Present |
| Woodforest National Bank | Fort Lauderdale | FL | 01/2019 | 07/2025 |
(1)Name of Business: Anderson Wealth Management LLC Address: 200 E Las Olas Blvd Suite 1040, Fort Lauderdale, FL, 33306, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/15/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the LLC I was instructed to set up when I joined RJFS for banking purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-13 |
| S66 | Uniform Combined State Law Examination | 2012-10-27 |
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