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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-09-24 |
| CT | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Monroe | CT | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Monroe | CT | 01/2009 | Present |
| M.K. Financial Services Llc | Woodbridge | CT | 11/2001 | Present |
(1)Name of Business: Lisa A. Romano Life Coach Address: 18 Mitchell Lane, Woodbridge, CT, 06525, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 08/08/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Facebook admin for groups dealing with codependency and narcissistic abuse. (2)Name of Business: M.K. Financial Services LLC Address: 18 Mitchell Lane, Woodbridge, CT, 06525, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/2001 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company name that I use for tax purposes
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-03-09 |
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