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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-12-11 |
Branch Locations
4733 N Highway A1A Suite 303, Vero Beach, FL 32963 • United States
Vero Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Vero Beach | FL | 11/2009 | Present |
| Raymon James Financial Services Advisors,Inc | Vero Beach | FL | 11/2009 | Present |
(1)Name of Business: Vero Beach Wealth Management Address: 4733 Highway A1A Ste 303, Vero Beach, FL, 32963-5439, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Manager/FA (2)Name of Business: Vero Beach Yacht Club Address: 3601 Rio Vista Blvld., Vero Beach, FL, 32963, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/15/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: A member of the finance committee
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-01-03 |
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