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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| TX | RA | APPROVED | 2021-03-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Syracuse | NY | 01/1999 | Present |
(1) Name of Business: Planned Results, Inc. Address: 400 Spencer St , Syracuse, NY, 13204, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/02/1995 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance Agent (2)Name of Business: Planned Results, Inc. Address: 400 Spencer St, Syracuse, NY, 13204, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Other, Officer - President Investment Related: No Start Date: 04/02/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: owner, financial advisor. Planned Results, Inc, is our groups DBA/Support Co.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-25 |
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