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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| NC | RA | APPROVED | 2018-08-14 |
| TX | RA | APPROVED | 2017-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Syracuse | NY | 01/1999 | Present |
| Tdj Home Enterprises Llc | Fayetteville | NY | 09/2016 | 06/2020 |
(1)Name of Business: Planned Results, Inc. Address: 400 Spencer St, Syracuse, NY, 13204, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/1996 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2)Name of Business: Planned Results, Inc. Address: 400 Spencer St, Syracuse, NY, 13204, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/1991 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor-Planned Results is our groups dba/support co. name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-26 |
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