William Holland Thurber

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-09
FL	RA	APPROVED	2025-05-02

Branch Locations

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Chestnut Hill Realty	Boston	MA	01/2016	05/2018
Amcs	Charleston	SC	05/2018	05/2019
National Development	Boston	MA	07/2019	06/2022
Fidelity Investments	Smithfield	RI	06/2022	10/2023
Oak Square Ymca	Boston	MA	07/2019	02/2022
Marriott	Newport	RI	07/2021	04/2022
Charles River Aquatics	Boston	MA	01/2017	01/2017
Raymond James Financial Services	Saint Petersburg	FL	10/2023	Present
Raymond James Financial Services Advisors, Inc	Saint Petersburg	FL	04/2025	Present

01/2016 → 05/2018

Chestnut Hill Realty

Boston, MA
05/2018 → 05/2019

Amcs

Charleston, SC
07/2019 → 06/2022

National Development

Boston, MA
06/2022 → 10/2023

Fidelity Investments

Smithfield, RI
07/2019 → 02/2022

Oak Square Ymca

Boston, MA
07/2021 → 04/2022

Marriott

Newport, RI
01/2017 → 01/2017

Charles River Aquatics

Boston, MA
10/2023 → Present

Raymond James Financial Services

Saint Petersburg, FL
04/2025 → Present

Raymond James Financial Services Advisors, Inc

Saint Petersburg, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-17
S63	Uniform Securities Agent State Law Examination	2022-11-23

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