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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-16 |
| FL | RA | APPROVED | 2014-01-14 |
Branch Locations
1560 Orange Avenue Suite 650, Winter Park, FL 32789 • 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 | Winter Park | FL | 11/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 01/2014 | Present |
(1)Name of Business: Winter Park Wealth Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-11 |
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