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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2022-02-02 |
| FL | RA | APPROVED | 2021-12-14 |
| TX | RA | APPROVED | 2021-12-10 |
Branch Locations
8788 Boynton Beach Blvd Suite 100, Boynton Beach, FL 33472 • United States
720 Rugby St Suite 200, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Funds Distributor, Inc | Des Moines | IA | 08/2011 | 12/2018 |
| Raymond James Financial Services, Inc | South Maimi | FL | 06/2019 | 02/2021 |
| Unemployed | Jacksonville | FL | 12/2018 | 06/2019 |
| Raymond James Financial Services Advsiors, Inc. | South Miami | FL | 01/2020 | 02/2021 |
| Concurrent Advisors | South Miami | FL | 02/2020 | 02/2021 |
| Fisher Investments | Tampa | FL | 02/2021 | 03/2021 |
| Allstate Financial Services | Palm Harbor | FL | 04/2021 | 12/2021 |
| Raymond James Financial Services | Boynton Beach | FL | 12/2021 | Present |
| Raymond James Financial Services Advisors | Boynton Beach | FL | 12/2021 | Present |
| Brian Layman Wealth Management | Daytona Beach | FL | 04/2024 | Present |
(1)Name of Business: Agility Wealth Management Address: 110 Orange Avenue, Daytona Beach, FL, 32114, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/06/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing for new advisors (2) BCW Financial Consultants LLC, 147 S McKinley St, Casper, WY, 01/2022, Support Company - Non Owner, Associate/Employee - HPM: 81+ HPM dur trad hrs: 81+ DOD: Meet with clients, handle inbound calls and general responsibilities of a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-15 |
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