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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2012-09-17 |
Branch Locations
623 17Th Street, #4, Vero Beach, FL 32960 • United States
Vero Beach, FL • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Vero Beach | FL | 08/2012 | Present |
| Raymond James Financial Services Advisors, Inc. | Vero Beach | FL | 09/2012 | Present |
| Williams Financial Group | Vero Beach | FL | 08/2012 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-29 |
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