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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
| FL | RA | APPROVED | 2025-05-27 |
Branch Locations
101 S New York Avenue Suite 206, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saltmarsh, Cleaveland And Gund | Orlando | FL | 06/2023 | 08/2024 |
| Raymond James Financial Services, Inc. | Winter Park | FL | 08/2024 | Present |
| The First Academy | Orlando | FL | 08/2014 | 06/2019 |
| Florida Southern College | Orlando | FL | 08/2019 | 05/2023 |
| Guard Financial Group | Winter Park | FL | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Winter Park | FL | 05/2025 | Present |
(1)Name of Business: Guard Financial Group Address: 720 Rugby St Ste 200, Orlando, FL, 32804-4960, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-13 |
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