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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-17
  • FL RA
    APPROVED
    Since 2026-04-17

Branch Locations

8120 Lakewood Main Street Suite 201, Lakewood Ranch, FL 34202 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Boston MA 10/2022 05/2024
John Hancock Investment Management Distributors Llc Boston MA 12/2022 05/2024
Highschool/College Dartmouth MA 09/2014 05/2022
Star Wealth Advisors Boca Raton FL 08/2024 03/2026
Unemployed Dartmouth MA 06/2022 10/2022
Raymond James & Associates, Inc. Lakewood Ranch FL 04/2026 Present
  • 10/2022 → 05/2024
    John Hancock
    Boston, MA
  • 12/2022 → 05/2024
    John Hancock Investment Management Distributors Llc
    Boston, MA
  • 09/2014 → 05/2022
    Highschool/College
    Dartmouth, MA
  • 08/2024 → 03/2026
    Boca Raton, FL
  • 06/2022 → 10/2022
    Unemployed
    Dartmouth, MA
  • 04/2026 → Present
    Lakewood Ranch, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-24
S63 Uniform Securities Agent State Law Examination 2023-05-23
  • S65 Uniform Investment Adviser Law Examination
    2023-07-24
  • S63 Uniform Securities Agent State Law Examination
    2023-05-23
Other Names
  • Julia C Laginess

View on SEC IAPD

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