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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-06-01 |
Branch Locations
10200 Forest Green Blvd Ste 407, Louisville, KY 40223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Louisville | KY | 11/2014 | Present |
| Raymond James Financial Services, Inc. | Louisville | KY | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Louisville | KY | 06/2023 | Present |
| Harmony Wealth Partners | Louisville | KY | 06/2023 | Present |
| Wr Jones Llc | Louisville | KY | 06/2023 | Present |
(1)Name of Business: Harmony Wealth Partners LLC Address: 10200 Forest Green Blvd Ste 407, Louisville, KY, 40223-5169, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: We joined Raymond James in late 2014. From day one we used Harmony Wealth Partners of Raymond James. When we moved to RJFS in June 2023 we continued to use use our practice name but now as Harmony Wealth Partners, LLC. I am one of 4 advisors on our team. (2)Name of Business: WR Jones LLC Address: 10200 Forest Green Blvd Ste 407, Louisville, KY, 40223-5169, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a memeber of Harmony Wealth Partners, LLC. That is our public name as an RJFS. WR Jones LLC is the single member LLC I was advised to set up in conjunction with our investment practice at RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-19 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-17 |
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