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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-04 |
| NJ | RA | APPROVED | 2009-01-02 |
Branch Locations
14 E. Main St Suite 201, Marlton, NJ 08053 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Marlton | NJ | 10/1988 | Present |
| Arbitration Panelist - Finra | Marlton | NJ | 06/2014 | Present |
| Raymond James Financial Services Advisors, Inc | Marlton | NJ | 01/2009 | Present |
(1)Name of Business: Address: 252 SABAL PALM TER, BOCA RATON, FL, 33432, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/09/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: RETAIL SALES OF FIXED ANNUITIES (2)Name of Business: MICHAEL J. MAZZAFRO Address: 252 SABAL PALM TER, BOCA RATON, FL, 33432, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/04/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Prepare tax returns, provide tax strategic tax planning services. Assist taxpayers with IRS matters and audits. Provide assistance with Estate tax planning and proper beneficiary designation's, and complex death claims of tax deferrals. (3)Name of Business: MJ MAZZAFRO Address: 252 SABAL PALM TER, BOCA RATON, FL, 33432, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/18/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RENTING OUR PERSONALLY OWNED VACATION CONDO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-06 |
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