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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2022-02-24 |
| FL | RA | APPROVED | 2021-03-24 |
| TX | RA | APPROVED | 2021-03-12 |
Branch Locations
8143 State Road 54, Ste 106, Trinity, FL 34655 • United States
Sky Valley, GA • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Trinity | FL | 01/2008 | 03/2021 |
| Raymond James Financial Services, Inc. | Trinity | FL | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Trinity | FL | 03/2021 | Present |
(1)Name of Business: May Wealth Advisors Raymond James Address: 8143 State Road 54, Ste 106, Trinity, FL, 34655, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 03/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: May Wealth Advisors Raymond James. 70% owner, Taylor McDermott 30% owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-17 |
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