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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2018-12-20 |
| LA | RA | APPROVED | 2018-12-14 |
Branch Locations
1024 Berkeley Hall Blvd Ste 201, Bluffton, SC 29909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2013 | 12/2018 |
| Raymond James Financial Services, Inc. | Bluffton | SC | 12/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Bluffton | SC | 12/2018 | Present |
| Grand Design Wealth Management Inc | Bluffton | SC | 04/2021 | Present |
(1)Name of Business: Bluffton Financial Planning Address: 1024 Berkeley Hall Blvd, Bluffton, SC, 29909, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Owner / Financial Planner (2)Name of Business: Bossier Financial Planning Address: 1024 Berkeley Hall Blvd Ste 201, Bluffton, SC, 29909-3100, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Conduct business as Bluffton Financial Planning and Bossier Financial Planning conducting business as RJFS ICD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-26 |
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