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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-05 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
3939 West Ridge Road Suite A-103, Erie, PA 16506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Erie | PA | 07/2002 | Present |
| Raymond James Financial Services Advisors, Inc | Erie | PA | 01/2009 | Present |
(1)Name of Business: Flagship Investment Group, Inc. Address: 3939 W Ridge Rd Ste A103, Erie, PA, 16506, United States Activity Type: Third Party Administrator Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Supervisor of the TPA services (2)Name of Business: Flagship Investment Group, Inc. Address: 3939 W Ridge Rd Ste A103, Erie, PA, 16506, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/18/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent for writing nonvariable life insurance policies (3)Name of Business: Flagship Investment Group, Inc. Address: 3939 W Ridge Rd Ste A103, Erie, PA, 16506, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of Flagship Investment Group, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-16 |
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