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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-24 |
| KY | RA | APPROVED | 2023-06-01 |
Branch Locations
10200 Forest Green Blvd. Suite 407, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Louisville | KY | 02/2014 | 06/2023 |
| West End School | Louisville | KY | 08/2018 | 09/2019 |
| Raymond James Financial Services, Inc. | Louisville | KY | 06/2023 | Present |
(1)Name of Business: Anchorage City Council Address: 1306 Evergreen Rd, Louisville, KY, 40223, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No 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: (2)Name of Business: Harmony Wealth Partners Address: 10200 Forest Green Blvd Ste 407, Louisville, KY, 40223-5169, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/01/2023 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 and financial advisor for support company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-24 |
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