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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-24 |
| TX | RA | APPROVED_RES | 2019-06-13 |
| CT | RA | APPROVED | 2015-05-11 |
Branch Locations
30 Tower Lane Suite 205, Avon, CT 06001 • United States
1440 N Edgewood Street Suite 131, Arlington, VA 22201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Avon | CT | 01/2015 | Present |
| Argentum Financial Partners, Llc | Avon | CT | 01/2015 | 08/2017 |
| Raymond James Financial Services Advisors Inc. | Avon | CT | 05/2015 | Present |
| Argentum Private Wealth Llc | Arlington | VA | 01/2025 | Present |
| Argentum Financial Partners, | Avon | CT | 01/2015 | 12/2024 |
| Argentum Financial Partners, Llc | Avon | CT | 01/2025 | Present |
(1) Name of Business: Argentum Financial Partners, LLC Address: 10 Tower Lane, Suite 335, Avon, CT, 06001, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managerial, administrative (2) Name of Business: Argentum Private Wealth LLC Address: 1440 N Edgewood St Ste 131, Arlington, VA, 22201-7037, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managerial, adminstrative (3) Name of Business: NA Address: 10 Tower Ln Ste 335, Avon, CT, 06001, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/17/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Writing policies for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-01 |
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