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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2014-06-30 |
Branch Locations
3601 Pga Blvd Suite 301, Palm Beach Gardens, FL 33410 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Palm Beach Gardens | FL | 05/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Palm Beach Gardens | FL | 06/2014 | Present |
(1) 1800 IBM, LLC 280 Fern Dr. E Boca Raton, FL, 33432, Business Owner P/T: Partner I/R: No 07/14/2016 HPM: 0-1 HPM trad hrs: 0-1 Duties: Shareholder (2) Estate of James 3601 PGA Blvd Ste 301, Palm Beach Gardens, FL, 33410-2712, Control Person P/T: Personal representative (Acting) I/R: Yes 06/08/2024 HPM: 2-10 HPM trad hrs: 2-10 Duties: My brother James F. Fluehr died on 06/08/2024. He was a widower and the father of twins Kathryn and Erika Fluehr. Who are sole beneficiaries.\nEstate should be closed by August 31. 2025 (3) Fluehr and Sons, Inc 280 Fern Dr. E Boca Raton, FL, 33432, Real Estate Brokerage/ Agent or Development P/T: I/R: Yes 12/01/2023 HPM: 0-1 HPM trad hrs: 0-1 Duties: (4) Fluehr Wealth Management 3601 PGA Blvd Suite 301, Palm Beach Gardens, FL, 33410, Support Company - Owner P/T: Other I/R: No 06/03/2015 HPM: 0-1 HPM trad hrs: 0-1 Duties: Branch manager is owner of support company, from which he pays branch expenses. (5) Jenis Enterprises, Inc. 280 Fern Dr. E Boca Raton, FL, 33432, Rental Real Estate P/T: I/R: Yes 08/16/2010 HPM: 0-1 HPM trad hrs: 0-1 Duties: (6) Jenis Limited Partnership 280 Fern Dr. E Boca Raton, FL, 33432, Rental Real Estate P/T: I/R: Yes 08/16/2010 HPM: 0-1 HPM trad hrs: 0-1 Duties: (7) Jenis LP 280 Fern Dr. E Boca Raton, FL, 33432, Rental Real Estate P/T: I/R: Yes 07/31/2020 HPM: 0-1 HPM trad hrs: 0-1 Duties: (8) Jenis Realty Services Corporation 280 Fern Dr. E Boca Raton, FL, 33432, Rental Real Estate P/T: Owner/Proprietor I/R: Yes 10/22/2012 HPM: 0-1 HPM trad hrs: 0-1 Duties: Used for occasional purchase of family-owned Real Estate (9) LFF Fluhr tr 3601 PGA Blvd Ste 301, Palm Beach Gardens, FL, 33410-2712, Control Person P/T: Trustee (Acting), Executor (Acting) I/R: Yes 03/02/2023 HPM: 2-10 HPM trad hrs: 2-10 Duties: My brother Lawrence F. Fluehr died on 03/02/2023.\nI was named as executor as well as co-trustee along with my other brother Michael J. Fluehr.\n (10) Palm Forest Condominium Association, Inc. 280 Fern Dr. E Boca Raton, FL, 33432, Rental Real Estate P/T: I/R: Yes 08/30/2010 HPM: 0-1 HPM trad hrs: 0-1 Duties: (11) Palm Forest Condominium LLC 280 Fern Dr. E Boca Raton, FL, 33432, Rental Real Estate P/T: I/R: Yes 08/30/2010 HPM: 0-1 HPM trad hrs: 0-1 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-12 |
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