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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-03 |
| NJ | RA | APPROVED | 2021-04-01 |
Branch Locations
257 Monmouth Road Bldg. B, Suite 7, Oakhurst, NJ 07755 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grande Financial Services, Inc. | Oakhurst | NJ | 12/1986 | Present |
| Wells Fargo Advisors Financial Network, Llc | Oakhurst | NJ | 06/2012 | 06/2019 |
| Summit Brokerage | Oakhurst | NJ | 06/2019 | 09/2019 |
| Cetera Advisor Networks Llc | Oakhurst | NJ | 09/2019 | 04/2021 |
| Summit Financial Group Inc | Oakhurst | NJ | 06/2019 | 04/2021 |
| Raymond James Financial Services, Inc. | Oakhurst | NJ | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Oakhurst | NJ | 04/2021 | Present |
Name of Business: Grande Financial Services, Inc. Address: Oakhurst, NJ, 07755, United States - Activity Type: Support Company - Owner Position/Title: Other - Investment Related: No - Start Date: 12/26/1986 Hours per month devoted to this business: 0-1 - Hours per month devoted to this business during trading hours: 0-1 - Description of duties: Doing business as
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-29 |
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