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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-14 |
| NY | RA | APPROVED | 2021-07-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Kingston | NY | 01/1999 | Present |
| Raymond James Financial Services Advisors | Kingston | NY | 01/2009 | Present |
| Stephen Hakim Asset Management Llc | Kingston | NY | 01/2009 | Present |
1. REAL ESTATE - KINGSTON, NY. NOT INVESTMENT RELATED. 05/2005 TO PRESENT. OWNER. RENTAL PROPERTY. OWNS BUILDING OFFICE IS LOCATED IN. 4 HOURS WEEKLY, 0 HOURS DURING TRADING. (1)Name of Business: MDF Development Address: 174 heritage Drive , Hurley, NY, 12443, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 07/09/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Stephen Hakim Asset Management LLC Address: 254 Fair St, Kingston, NY, 12401, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/30/2009 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 the Sole owner of Steve Hakim Asset Mgmt LLC NY/DBA (OWNER) - 0 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - INVESTMENT RELATED - I am the Sole owner of Steve Hakim Asset Mgmt LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-19 |
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