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Daniel Feliz

Raymond James & Associates, Inc.

Destin, FL

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
FL RA APPROVED 2024-11-07
  • TX RA
    APPROVED
    Since 2026-03-18
  • FL RA
    APPROVED
    Since 2024-11-07

Branch Locations

4477 Legendary Dr Unit 101, Destin, FL 32541 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Westlake TX 02/2017 11/2024
Ikruit Staffing Cleveland TN 09/2015 12/2016
Fidelity Personal And Workplace Advisors Boston MA 07/2018 11/2024
Raymond James & Associates, Inc Destin FL 11/2024 Present
  • 02/2017 → 11/2024
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 09/2015 → 12/2016
    Ikruit Staffing
    Cleveland, TN
  • 07/2018 → 11/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 11/2024 → Present
    Raymond James & Associates, Inc
    Destin, FL
Previous Registrations
  • 2018-07-13 → 2024-10-25
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2018-05-15 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-14
S63 Uniform Securities Agent State Law Examination 2017-04-03
  • S66 Uniform Combined State Law Examination
    2018-05-14
  • S63 Uniform Securities Agent State Law Examination
    2017-04-03
Other Names
  • Daniel Manuel Feliz
  • Daniel Feliz

View on SEC IAPD

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FARTHER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

CHRISTOPHER SCOTT FINKLER
Krista Tracy Kenney
TRACY MARIE LARDIERE
Aaron Nathaniel Volz
Gabriel Campbell
JERRY SCOTT BROWN
CORY JUSTIN FOSDYCK
LINDSEY J PETERS

Other Offices

NEWEDGE ADVISORS · Destin, FL
WEALTHTRUST ASSET MANAGEMENT, LLC · DESTIN, FL
MORGAN STANLEY · Destin, FL
CHIPSER WEALTH MANAGEMENT, LLC · DESTIN, FL
FARTHER · Destin, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DESTIN, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Destin, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Destin, FL

More in Destin, FL

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