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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Syracuse | NY | 07/2014 | 05/2018 |
| Raymond James Financial Services, Inc. | Syracuse | NY | 05/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Syracuse | NY | 06/2018 | Present |
| Rodan And Fields | Liverpool | NY | 07/2019 | Present |
(1) Name of Business: Planned Results, Inc Address: 400 Spencer St, Syracuse, NY, 13204, United States Activity Type: Support Company - Non-Owner Position/Title: Other Investment Related: No Start Date: 06/30/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sales Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-19 |
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