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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
255 Executive Drive Suite 100, Plainview, NY 11803 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Plainview | NY | 11/1999 | Present |
| Raymond James Financial Services Advisors, Inc. | Plainview | NY | 10/2009 | Present |
| Paul Louis Financial Management | Plainview | NY | 06/2010 | Present |
(1)Name of Business: Paul Louis Financial Management Address: 255 Executive Dr. , Plainview, NY, 11803, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/16/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vice President
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-15 |
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