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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-14 |
| TX | RA | APPROVED_RES | 2023-01-26 |
Branch Locations
221 Commercial Blvd. Suite 206, Lauderdale By Sea, FL 33308 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 02/1988 | 09/2016 |
| Winslow, Evans & Crocker, Inc. | Boston | MA | 05/2018 | 03/2021 |
| Unemployed | Old Tappan | NJ | 09/2016 | 05/2018 |
| B. Riley Wealth Advisors | Lauderdale | FL | 03/2021 | 01/2023 |
| National Securities Coporation | Lauderdale | FL | 03/2021 | 07/2022 |
| B. Riley Wealth Management | Lauderdale By The Sea | FL | 07/2022 | 01/2023 |
| Raymond James Financial Services, Inc. | Lauderdale By Sea | FL | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Lauderdale By Sea | FL | 01/2023 | Present |
| Afm Wealth Management, Llc | Lauderdale By Sea | FL | 01/2023 | Present |
(1)Name of Business: AFM WEALTH MANAGEMENT LLC Address: 221 Commercial Blvd Ste 206, Lauderdale By the Sea, FL, 33308-4479, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 08/02/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: SUPPORT COMPANY FOR MY PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1980-01-05 |
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