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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-22 |
Branch Locations
100 2Nd Avenue S Suite 704S, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-07 |
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