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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Danbury | CT | 11/2022 | Present |
| Union Savings Bank | Danbury | CT | 07/2012 | 10/2022 |
| Union Savings Bank Wealth Management | Danbury | CT | 11/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Danbury | CT | 08/2025 | Present |
(1) Name of Business: Union Savings Bank Address: 126 North St, Danbury, CT, 06811, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/02/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Financial Service Associate/Department Admin (2) Name of Business: Wealth Group Financial Advisors Address: 126 North St, Danbury, CT, 06811, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered FInancial Service Associate/Department admin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-06 |
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