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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-09-26 |
Branch Locations
101 North Riverside Drive Suite 122, Pompano Beach, FL 33062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truegate Capital Management | St. Louis | MO | 05/2015 | 06/2018 |
| Raymond James Financial Services, Inc. | Pompano Beach | FL | 07/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Pompano Beach | FL | 09/2016 | Present |
| Intercoastal 101 Financial | Pompano Beach | FL | 07/2016 | Present |
| Truegate Capital Inc | Boca Raton | FL | 07/2016 | Present |
(1)Name of Business: Intercoastal 101 Financial Address: 101 N. Riverside Dr #122, Pompano Beach, FL, 33062, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/29/2016 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 Intercoastal 101 Financial (2)Name of Business: TrueGate Capital Inc Address: 2000 S. Ocean Blvd #14H, Boca Raton, FL, 33432, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/29/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-14 |
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