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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-19 |
| IL | RA | APPROVED | 2021-02-18 |
Branch Locations
333 S Ardmore Ave, Villa Park, IL 60181 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 01/2021 |
| Raymond James Financial Services, Inc. | Villa Park | IL | 01/2021 | Present |
| Raymond James Financial Services Advisors | Villa Park | IL | 01/2021 | Present |
| Crux Wealth Advisors, Llc | Villa Park | IL | 02/2021 | 07/2024 |
(1)Name of Business: Favia Financial Group Address: 9225 Gypsum Way, Naples, FL, 34120, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/1998 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Owner Consulting (2)Name of Business: Favia Financial Group Address: Remote Location, Villa Park , IL, 60181, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/08/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Consulting (3)Name of Business: Favia Group 2.0 Address: 333 S Ardmore Ave, Villa Park, IL, 60181, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/12/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner / Financial Advisor (4)Name of Business: Favia Group 2.0, Inc. Address: Remote Location, Villa Park, IL, 60181, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 07/08/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Meet with clients regarding their financial situation, review goals and desires, help establish investment accounts, etc (5)Name of Business: Favia RE Holdings Address: 9225 Gypsum Way, Naples, FL, 34120, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I own the condo that I will be renting out seasonal (6)Name of Business: Favia RE Holdings Address: 9225 Gypsum Way, Naples, FL, 34120, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/08/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Office Building Rentals and Garage Rentals\n333 S Ardmore Ave\nVilla Park, IL 60181
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-30 |
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