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2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-12-22 |
Branch Locations
2751 Centerville Road Suite 110, Wilmington, DE 19808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mallard Advisors | Hockessin | DE | 01/2014 | 10/2016 |
| Raymond James Financial Services, Inc | Wilmington | DE | 10/2016 | 09/2017 |
| Raymond James Financial Services, Inc | Wilmington | DE | 09/2017 | 11/2021 |
| Raymond James Financial Services Advisors Inc. | Wilmington | DE | 02/2018 | 11/2021 |
| Affinity Wealth Management Llc | Wilmington | DE | 11/2021 | Present |
Nannas Haines & Schiavo; Not Investment-Related; 2751 Centerville Road, 120, Wilmington , DE. 19808; Accounting; Accounting Assistant; Since 2/1/2024; 2 Hours per month; Assist during tax season with entering tax data into tax software.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-11 |
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