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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lutz | FL | 11/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Lutz | FL | 12/2015 | Present |
| Keystone Wealth Group | Lutz | FL | 12/2022 | 06/2023 |
| Miller Brooks, Llc | Lutz | FL | 03/2020 | 12/2022 |
| Miller, Brooks & Associates | Lutz | FL | 11/2015 | 12/2022 |
(1)Name of Business: Keystone Wealth Group Address: 1851 Collier Pkwy, Lutz, FL, 33549-8718, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/05/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor / Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-03 |
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