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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Naples | FL | 06/2022 | 01/2023 |
| The Dentistry In Naples | Naples | FL | 01/2012 | 06/2022 |
| Charles Bradley | Naples | FL | 06/2013 | 09/2022 |
| Raymond James Financial Services, Inc | Naples | FL | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Naples | FL | 01/2023 | Present |
Weisberg Wealth Management 400 5th Ave S Ste 302, Naples, FL - Support company Non-Owner, Associate/Employee 01/05/2023 - I/R: No 81+ hrs per month, 41+ Trade hours, Duties: Administration, Registered associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
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