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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-08-15 |
| FL | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2014 | 08/2025 |
| Raymond James Financial Services Inc. | Venice | FL | 08/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Venice | FL | 08/2025 | Present |
(1)Name of Business: DBA Daniel L Espenscheid, Jr. Address: 300 Venice Palms Blvd., Venice, FL, 34292, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent, Owner Investment Related: Yes Start Date: 02/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Occasionally sell Life Insurance. Almost exclusively to current clients that only have a specific need. I maybe sell 1-2 policies a year. I do not advertise my services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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