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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-05 |
| FL | RA | APPROVED | 2009-04-28 |
Branch Locations
5950 Hazeltine National Drive Suite 630 Orlando, F Suite 630, Orlando, FL 32822 • United States
New Smyrna Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Orlando | FL | 01/1999 | Present |
| Strategic Wealth Accumulation | Altamonte Springs | FL | 05/2005 | 11/2018 |
| Raymond James Financial Services Advisors | Orlando | FL | 01/2009 | Present |
(1) Name of Business: MESSETT, TIM Address: 220 E. Central Pkwy, Ste 3040, Altamonte Springs, , FL, 32701, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/31/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee on Timothy Messetts ILIT Account (2) Name of Business: Retirement Solutions Group Address: 5950 Hazeltine National Dr Ste 630, Orlando, FL, 32822, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/19/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is just a team name for our branch (3) Name of Business: Retirement Solutions Group Address: 5950 Hazeltine National Dr Ste 630, Orlando, FL, 32822 Activity Type: Support Company - Owner/Non-Owner Position/Title: Other Investment Related: No Start Date: 08/19/2014 HPM: 0-1 HPM trade hours: 0-1 Duties: This is just a team name for our branch
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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