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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
| WY | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, L.P. | San Diego | CA | 04/2022 | 09/2022 |
| Blue Federal Credit Union | Cheyenne | WY | 11/2020 | 04/2022 |
| Stockton University | Galloway | NJ | 09/2019 | 08/2021 |
| Hidden Creek Country Club | Egg Harbor Twp | NJ | 09/2019 | 03/2020 |
| Doordash | Toms River | NJ | 06/2019 | 03/2020 |
| New Horizon Lighting | Toms River | NJ | 06/2016 | 09/2016 |
| Manchester Township High School | Manchester | NJ | 09/2013 | 06/2017 |
| Lpl Financial Llc | Cheyenne | WY | 05/2025 | 04/2026 |
| Ocean County College | Toms River | NJ | 09/2017 | 05/2019 |
| Raymond James Financial Services Advisors, Inc. | Cheyenne | WY | 04/2026 | Present |
| Raymond James Financial Services, Inc. | Cheyenne | WY | 04/2026 | Present |
| Cuso Financial Services, L.P. | San Diego | CA | 09/2022 | 05/2025 |
(1)Name of Business: Migliaccio Catering LLC Address: 5127 Penny Lane, Cheyenne, WY, 82009, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/26/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am starting a catering company here in Cheyenne, and am seeking prior approval before I file Migliaccio Catering LLC with the state of WY. I will be the owner and operator and have no employees to start. (2)Name of Business: MMWM LLC Address: 4012 Laramie St, Cheyenne, WY, 82001-2064, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my LLC that i setup as an independent advisor through RJ.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
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