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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-08-17 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
900 East Indiantown Road Suite 309, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Jupiter | FL | 09/1983 | Present |
| Raymond James Financial Services Advisors, Inc | Jupiter | FL | 01/2009 | Present |
| Frost Financial Services Inc | Jupiter | FL | 06/1986 | Present |
(1)Name of Business: Frost Address: 900 E Indiantown Road Ste 309, Jupiter, FL, 33477, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 03/23/1994 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 of my brothers irrev trust RJ (2)Name of Business: Frost Financial Group Address: 900 E Indiantown Rd Ste 309, Jupiter, FL, 33477, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/1986 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company (3)Name of Business: Frost Financial Services Inc Address: 900 East Indiantown Road, Suite 309, Jupiter, FL, 33477, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/17/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-11 |
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