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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2013-01-07 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Coral Gables | FL | 11/2012 | Present |
(1)Name of Business: Rosenfield Family LLC Address: 10300 W Broadview Dr, Bay Harbor Islands , FL, 33154, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 04/29/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing member (2)Name of Business: Tax & Estate Planning Inc. Address: 10300 W Broadview Dr, Bay Harbor Islands, FL, 33154, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 04/29/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-16 |
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