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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-05-20 |
Branch Locations
14502 N Dale Mabry Hwy Ste 200, Tampa, FL 33618 • United States
Lutz, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Tampa | FL | 04/2002 | Present |
| Raymond James Financial Services Advisors | Tampa | FL | 01/2009 | Present |
(1)Name of Business: Address: 3526 Saddleback Ln, Lutz, FL, 33548, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/23/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-trustee of parent's trusts, both at RJ (2)Name of Business: Address: 3526 Saddleback Ln, Lutz, FL, 33548, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sale of term life insurance using carriers that are not available through Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-22 |
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