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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
| NY | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Mitchel Field | NY | 08/1987 | 05/2021 |
| Raymond James Financial Services, Inc. | Melville | NY | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Melville | NY | 06/2026 | Present |
| Commonwealth Financial Network | Melville | NY | 05/2021 | 06/2026 |
(1) Name of Business: 9 Walnut Holdings LLC Address: 9 Walnut Tree Lane, Cold Spring Harbor , NY, 11724, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/20/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner / Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-08 |
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