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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-03 |
Branch Locations
13720 6 Mile Cypress Parkway Suite #1, Fort Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Myers | FL | 04/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Fort Myers | FL | 12/2018 | Present |
| Century 21 Sunbelt Realty, Inc | Fort Myers | FL | 03/2015 | 09/2016 |
| Royal Shell Real Estate | Fort Myers | FL | 10/2016 | Present |
(1)Name of Business: Address: 3765 Deleon, Fort Myers, FL, 33901, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Landlord for rental property (2)Name of Business: Weinstein Wilkes Financial Group Address: 13720 6 Mile Cypress Pkwy Ste 1, Fort Myers, FL, 33912, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/26/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Administrative duties and assisting other financial advisors and managers within the office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-26 |
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