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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-22
  • FL RA
    APPROVED
    Since 2024-07-22

Branch Locations

100 2Nd Avenue S Suite 704S, St. Petersburg, FL 33701 • 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
Cross Stone Management Llc Naples FL 11/2018 Present
Lexfinn Capital Llc Tampa FL 05/2017 05/2024
Mdynasty Capital Llc Tampa FL 04/2024 Present
Liberty Trading Group Tampa FL 06/2012 08/2017
Raymond James Finacial Services, Inc. St. Petersburg FL 04/2024 07/2024
Raymond James Financial Services, Inc. St. Petersburg FL 07/2024 Present
Raymond James Financial Services Advisors, Inc. St. Petersburg FL 07/2024 Present
Goodrich Wealth Management St. Petersburg FL 07/2024 Present
  • 11/2018 → Present
    Cross Stone Management Llc
    Naples, FL
  • 05/2017 → 05/2024
    Lexfinn Capital Llc
    Tampa, FL
  • 04/2024 → Present
    Mdynasty Capital Llc
    Tampa, FL
  • 06/2012 → 08/2017
    Liberty Trading Group
    Tampa, FL
  • 04/2024 → 07/2024
    Raymond James Finacial Services, Inc.
    St. Petersburg, FL
  • 07/2024 → Present
    Raymond James Financial Services, Inc.
    St. Petersburg, FL
  • 07/2024 → Present
    St. Petersburg, FL
  • 07/2024 → Present
    Goodrich Wealth Management
    St. Petersburg, FL
Other Businesses

(1)Name of Business: Cross Stone Management LLC Address: 100 2nd Ave S, Suite 704S, St. Petersburg , FL, 33701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/07/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Keeping financial records for yearly tax filings.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-07
  • S65 Uniform Investment Adviser Law Examination
    2024-03-07
Other Names
  • David Mason Chiariello

View on SEC IAPD

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