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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-29 |
Branch Locations
100 2Nd Ave. S, Ste. 704S, St Petersburg, FL 33701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Clearwater | FL | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clearwater | FL | 11/2016 | 10/2021 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | St. Petersburg | FL | 10/2021 | Present |
| Concurrent Advisors | St. Petersburg | FL | 10/2021 | 06/2023 |
| Uber | Clearwater | FL | 06/2021 | 11/2022 |
| Family Wealth Solutions | St. Petersburg | FL | 10/2021 | 03/2023 |
| Ennistymon Llc | Petersburg | FL | 10/2021 | 03/2023 |
(1)Name of Business: Speizer Wealth LLC Address: 100 2nd Avenue S, Saint Petersburg, FL, 33701, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-02-13 |
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