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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-08-02 |
Branch Locations
1461 Larkin Williams Rd Ste 203, Fenton, MO 63026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Bible Bowl | Fern Park | FL | 08/2007 | 06/2023 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 08/2022 | 01/2023 |
| Raymond James Financial Services, Inc. | Lee's Summit | MO | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Lee's Summit | MO | 08/2023 | Present |
(1)Name of Business: Beyond Wealth Advisors Address: 1461 Larkin Williams Rd Ste 203, Fenton, MO, 63026-3026, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-17 |
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