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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-20 |
| CA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Capitola | CA | 07/1992 | Present |
| Raymond James Financial Services Advisors, Inc | Capitola | CA | 01/2009 | Present |
| Not Provided | Capitola | CA | 12/2021 | Present |
(1)Name of Business: Raymond James Address: 2121 41st Ave Ste 206, Capitola, CA, 95010-2058, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 12/23/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Secretary and Treasurer of our concierge wealth management company in affiliation with Raymond James Financial Services, Inc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-08 |
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