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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| FL | RA | APPROVED | 2019-09-26 |
| IN | RA | APPROVED | 2013-01-31 |
| WI | RA | APPROVED | 2009-05-26 |
Branch Locations
732 West Main Street, Lake Geneva, WI 53147 • United States
Naples, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Lake Geneva | WI | 03/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Lake Geneva | WI | 01/2009 | Present |
(1)Name of Business: Fanning Investment Partners Inc. Address: 732 Main Street , Lake Geneva Wi. 53147, Lake Geneva, WI, 53147, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/23/2005 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-21 |
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