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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-20 |
| SC | RA | APPROVED | 2018-12-14 |
Branch Locations
1110 London Street Suite 203, Myrtle Beach, SC 29577 • United States
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 | Myrtle Beach | SC | 01/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Myrtle Beach | SC | 12/2018 | Present |
| Wellspring Financial Services | Myrtle Beach | SC | 07/2015 | Present |
(1)Name of Business: Address: 1110 London St Ste 203, Myrtle Beach, SC, 29577, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/16/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Writing/selling agent (2)Name of Business: Wellspring Financial Services Address: 1110 London St Ste 203, Myrtle Beach, SC, 29577, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/09/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: proprietor/owner of branch support company for RJFS practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-18 |
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