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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-04-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheime & Co | Ashville | NC | 08/2013 | 04/2021 |
| Raymond James Financial Services, Inc. | Spartanburg | SC | 04/2021 | Present |
| Raymond James Financial Services Advisory, Inc. | Spartanburg | SC | 04/2021 | Present |
(1)Name of Business : Switzer Wealth Partners Address: 1983 S Pine St. ,Spartanburg, SC Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Other Investment Related: No Start Date: 04/26/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Operations Manager (2)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 04/22/2016 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: None. My brother receives checks from Mrs. Robinson and then forwards 1/2 to me.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-11 |
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