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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-26 |
Branch Locations
1560 Orange Ave Ste 650, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Orlando | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Orlando | FL | 11/2016 | 02/2021 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 02/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Winter Park | FL | 02/2021 | Present |
| Concurrent Advisors | Winter Park | FL | 02/2021 | 05/2023 |
(1)Name of Business: Winter Park Wealth Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/19/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-15 |
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