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Cole Samuels

Raymond James & Associates, Inc.

St. Petersburg, FL

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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-19
  • FL RA
    APPROVED
    Since 2023-09-19

Branch Locations

880 Carillon Parkway, St. Petersburg, FL 33716 • 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
Charles Schwab & Co., Inc Washington, DC 06/2017 06/2018
Charles Schwab Bank Washington DC 06/2017 06/2018
Expeditors International Inwood NY 08/2015 05/2017
Oppenheimer & Co. Inc. Washington DC 06/2018 04/2021
Fidelity Investments Covington KY 05/2021 09/2023
Raymond James & Associates, Inc Saint Petersburg FL 09/2023 Present
Previous Registrations
  • 2021-07-23 → 2023-09-06
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Saint Petersburg, FL
  • 2018-06-19 → 2021-04-16
    Oppenheimer & Co. Inc.
    Washington, DC
  • 2018-04-09 → 2018-06-18
    Charles Schwab & Co., Inc.
    Washington, DC
    Washington, DC
    Washington, DC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-15
S63 Uniform Securities Agent State Law Examination 2017-10-23
  • S66 Uniform Combined State Law Examination
    2018-03-15
  • S63 Uniform Securities Agent State Law Examination
    2017-10-23
Other Names
  • Cole Alexander Samuels
  • Cole Samuels

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · St. Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
EAGLE ASSET MANAGEMENT INC · ST. PETERSBURG, FL
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