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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| FL | RA | APPROVED | 2009-07-09 |
Branch Locations
131 2Nd Avenue North Suite 200, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Jacksonville | FL | 01/1996 | Present |
| Ellen O. Middleton & Associates | Jacksonville | FL | 07/2010 | 12/2025 |
| Raymond James Financial Services Advisors, Inc | Jacksonville | FL | 07/2009 | Present |
(1)Name of Business: Beachside Wealth Partners Address: 131 2nd Ave N Ste 100, Jacksonville Beach, FL, 32250-6954, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/05/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor \nMeet with clients to understand their financial goals (saving, investing, retirement, education, etc.)\n\nAssess clients' income, expenses, assets, debts, and risk tolerance\n\nBuild long-term, personalized financial plans and educate clients about financial concepts in a clear, age-appropriate way
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-03-24 |
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