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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-16
FL RA APPROVED 2022-05-09
  • TX RA
    APPROVED_RES
    Since 2026-03-16
  • FL RA
    APPROVED
    Since 2022-05-09

Branch Locations

1560 Orange Ave Ste 650, Winter Park, FL 32789 • 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
Raymond James Financial Services Winter Park FL 08/2020 Present
Integrated Wealth Solutions Of Raymond James Orlando FL 01/2020 08/2020
University Of Florida Economics Department Gainesville FL 08/2019 05/2020
Bickerstaff Tutoring Winter Garden FL 08/2013 12/2019
Charles Schwab Winter Park FL 06/2019 08/2019
Winter Park Wealth Group Winter Park FL 08/2020 Present
Concurrent Advisors Winter Park FL 08/2020 05/2023
N/A Orlando FL 08/2022 Present
  • 08/2020 → Present
    Raymond James Financial Services
    Winter Park, FL
  • 01/2020 → 08/2020
    Integrated Wealth Solutions Of Raymond James
    Orlando, FL
  • 08/2019 → 05/2020
    University Of Florida Economics Department
    Gainesville, FL
  • 08/2013 → 12/2019
    Bickerstaff Tutoring
    Winter Garden, FL
  • 06/2019 → 08/2019
    Charles Schwab
    Winter Park, FL
  • 08/2020 → Present
    Winter Park Wealth Group
    Winter Park, FL
  • 08/2020 → 05/2023
    Concurrent Advisors
    Winter Park, FL
  • 08/2022 → Present
    N/A
    Orlando, FL
Other Businesses

(1)Name of Business: Address: 2911 E Robinson St, Orlando, FL, 32803, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 08/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am occasionally giving private lessons for beach volleyball, and I win cash at some of my beach volleyball tournaments. (2)Name of Business: AGW Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789-5559, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: AGW Group is just the DBA name for our OSJ. I'm one of the supervisors of the OSJ. (3)Name of Business: Winter Park Wealth Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/18/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Branch Supervisor and CSA for several advisors

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-15
  • S66 Uniform Combined State Law Examination
    2022-03-15

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