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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-19 |
| TX | RA | APPROVED | 2021-03-12 |
Branch Locations
8143 State Road 54 Suite 106, Trinity, FL 34655 • United States
Odessa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Port Richey | FL | 06/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Port Richey | FL | 11/2016 | 03/2021 |
| Raymond James Financial Services, Inc. | Trinity | FL | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Trinity | FL | 03/2021 | Present |
(1)Name of Business: May vicki & Ron Address: 16101 Chastain Rd, Odessa, FL, 33556, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/15/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for my parents ILIT Trust, Ronald J May & Vicki W may Irrevocable Trust. (2) Name of Business: May Wealth Advisors, LLC Address: 8143 State Road 54, Ste 106, Trinity, FL, 34655, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/12/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is our S-Corp company, as we are on the RJFS platform. My responsibilities include my usual FA duties, as well as payroll, 401k Plan sponsor, bill pay and general day to day running of a business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-29 |
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