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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-12 |
Branch Locations
61 South Paramus Road Suite 360, Paramus, NJ 07652 • United States
West Palm Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc.. | Paramus | NJ | 06/2013 | 01/2024 |
| Raymond James & Associates Inc. | West Palm Beach | FL | 01/2024 | Present |
(1)Name of Business: nelson & nelson properties llc Address: 32 Dora Lane, Holmdel, NJ, 07733, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: nelson & nelson properties llc Address: 32 Dora Lane, Holmdel, NJ, 07733, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner rental properties (3)Name of Business: nelson & nelson properties of florida llc Address: 10893 Egret Pointe Lane, West Palm Beach, FL, 33412, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner (4)Name of Business: Nelson & Nelson Properties of Florida llc Address: 3400 Ocean Drive #506, Singer Island, FL, 33404, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/31/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Florida Property
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-01-26 |
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