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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thurber Law Firm, P.A. | Tampa | FL | 11/2018 | 12/2021 |
| Carrabbas Italian Grill | Clearwater/ Tampa | FL | 12/2017 | 11/2018 |
| University Of South Florida | Tampa | FL | 08/2017 | 12/2021 |
| The Levine Legacy Group Dba Phoenix Financial Partners | Tampa | FL | 12/2021 | 07/2024 |
| Raymond James Financial Services, Inc. | Tampa | FL | 12/2021 | 07/2024 |
| Academy At The Lakes | Land O' Lakes | FL | 08/2013 | 06/2017 |
| Levine Legacy Group, Llc | Tampa | FL | 12/2021 | 07/2024 |
| Kelly Education Services | Tampa | FL | 04/2025 | Present |
| Academy At The Lakes | Land O' Lakes | FL | 04/2025 | Present |
| Raymond James Financial Services, Inc. | Tampa | FL | 04/2025 | Present |
| Maple Bear, Inc. (Dba Instacart) | Tampa | FL | 09/2024 | 04/2025 |
| Doordash, Inc. | Tampa | FL | 08/2024 | 04/2025 |
| Raymond James Financial Services Advisors, Inc. | Tampaf | FL | 08/2025 | Present |
(1)Name of Business: DBA Phoenix Financial Partners Address: 13670 W Hillsborough Ave, Tampa, FL, 33635-9638, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/14/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: -Prepare for client meetings -take trade instructions -form prep Registered CSA (2)Name of Business: Levine Legacy Group, LLC Address: 13670 W Hillsborough Ave, Tampa, FL, 33635-9638, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: -Prepare for client meetings\n-take trade instructions\n-form prep. Registered CSA, doing OBA for branch LLC name. Our DBA is Phoenix Financial Partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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