Raymond James Investment Management |
780 Carillon Pkwy, St. Petersburg, FL 33716 |
|
80052xxxx5 |
aar**********@r*********************.com |
5 |
1 |
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Morgan Stanley Financial Advisors |
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701 |
|
72730xxxx0 |
3d@a******.morganstanley |
5 |
2 |
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Summit Wealth Advisors |
4830 W Kennedy Blvd Suite 800, Tampa, FL 33609 |
|
81363xxxx3 |
dea***@p******************.com |
5 |
10 |
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Jon Tuft - Raymond James |
6392 1st Ave N, St. Petersburg, FL 33710 |
|
72734xxxx8 |
aar************@r***********.com |
5 |
1 |
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17483 |
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18000 |
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Michael Magee - Morgan Stanley Financial Advisor |
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701 |
|
72780xxxx9 |
acc**********@m************.com |
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Sagace Wealth Management, LLC |
877 Executive Center Dr W #100, St. Petersburg, FL 33702 |
|
72749xxxx0 |
inf*@s***********.com |
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486 |
49 |
515 |
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James McKaveney - Morgan Stanley |
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701 |
|
72780xxxx3 |
acm***********@m************.com |
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Edward Jones - Financial Advisor: Larry Buck |
4020 Park St N #102, St. Petersburg, FL 33709 |
|
72734xxxx2 |
a.j*********@e**********.com |
4.2 |
5 |
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136 |
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BT Legacy Wealth Management |
1401 66th St N, St. Petersburg, FL 33710 |
|
88834xxxx8 |
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4288 |
|
4700 |
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Edward Jones - Financial Advisor: Kevin P Hannigan, AAMS™ |
1216 66th St N, St. Petersburg, FL 33710 |
|
72734xxxx0 |
a.j*********@e**********.com |
5 |
6 |
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87486 |
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100000 |
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Nichols Geegan King Family Wealth Advisors of Raymond James |
880 Carillon Pkwy, St. Petersburg, FL 33716 |
|
72756xxxx2 |
aar************@r***********.com |
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17483 |
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18000 |
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AVID Planning |
360 Central Ave # 1560, St. Petersburg, FL 33701 |
|
72722xxxx0 |
a@a***********.com |
5 |
12 |
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262 |
3 |
262 |
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Rogers Wealth Management of Raymond James |
780 Carillon Pkwy, St. Petersburg, FL 33716 |
|
90427xxxx6 |
aar************@r***********.com |
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17484 |
|
18000 |
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McMillion Financial Group LLC |
111 2nd Ave NE Suite #913B, St. Petersburg, FL 33701 |
|
72745xxxx8 |
kmc*******@m**********************.com |
5 |
1 |
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Stacey Ellis - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72750xxxx1 |
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Merrill Lynch Financial Advisor Trey Bond |
200 Central Ave, St. Petersburg, FL 33701 |
|
72782xxxx4 |
ale*********@m*.com |
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Sabal Trust Co |
101 Central Ave, St. Petersburg, FL 33701 |
|
72782xxxx0 |
aai****@s*********.com |
3.3 |
6 |
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Michael Funsch - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72750xxxx8 |
rbc*********@r**.com |
|
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17 |
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30 |
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Terry Hornsby - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72789xxxx9 |
rbc*********@r**.com |
|
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14802 |
|
16000 |
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Walker Wealth Management |
2553 1st Ave N, St. Petersburg, FL 33713 |
|
72735xxxx1 |
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The Holland Group Retirement Wealth Advisors |
2637 McCormick Dr STE 101, Clearwater, FL 33759 |
|
72772xxxx4 |
eli******@t************.com |
4.9 |
59 |
|
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11953 |
58 |
11960 |
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Merrill Lynch Financial Advisor Katherine S Eckelbarger |
200 Central Ave, St. Petersburg, FL 33701 |
|
72782xxxx6 |
ale*********@m*.com |
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Bill Waters - Raymond James |
6392 1st Ave N, St. Petersburg, FL 33710 |
|
72734xxxx8 |
|
4.2 |
5 |
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Brian Rimel - Raymond James |
547 1st St S Suite 101, St. Petersburg, FL 33701 |
|
72791xxxx8 |
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Amuni Financial |
720 2nd Ave S, St. Petersburg, FL 33701 |
|
80086xxxx4 |
ala*@a****.com |
5 |
4 |
|
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96 |
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WiserAdvisor |
12150 Monument Dr # 700, Fairfax, VA 22033 |
|
70365xxxx0 |
alb****@w***********.com |
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4.6 |
25 |
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976 |
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Merrill Lynch Financial Advisor Joel S. Manings |
200 Central Ave, St. Petersburg, FL 33701 |
|
72782xxxx8 |
ale*********@m*.com |
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Eagle Asset Management |
780 Carillon Pkwy tower 6, St. Petersburg, FL 33716 |
|
72757xxxx3 |
ada*********@e*********.com |
5 |
1 |
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Deidre Fernald, CFP® |
780 94th Ave N UNIT 107, St. Petersburg, FL 33702 |
|
81355xxxx3 |
baf*****************************@s*****.wixpress |
5 |
3 |
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414 |
|
545 |
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Miles Green - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72782xxxx9 |
|
5 |
1 |
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Edward Jones - Financial Advisor: Chris Hudson, AAMS™ |
212 Pasadena Ave S, St. Petersburg, FL 33707 |
|
72734xxxx7 |
a.j*********@e**********.com |
5 |
5 |
|
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|
87486 |
|
100000 |
|
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Toro & Associates Wealth Management |
600 1st Ave N #304, St. Petersburg, FL 33701 |
|
72791xxxx4 |
|
5 |
1 |
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Taylor Wealth Group - Alex Brown, a division of Raymond James |
200 Central Ave Fl 24, St. Petersburg, FL 33701 |
|
33673xxxx4 |
ale*******@a********.com |
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Northern Trust |
100 2nd Ave S, St. Petersburg, FL 33701 |
|
72789xxxx0 |
|
3.7 |
3 |
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Raymond James & Associates |
200 Central Ave 24th Floor, St. Petersburg, FL 33701 |
|
72789xxxx8 |
aar************@r***********.com |
5 |
1 |
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17484 |
|
18000 |
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Nick Linder, Mba-morgan Stanley |
150 2nd Ave N, Saint Petersburg, Fl 33701 |
|
72777xxxx9 |
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Preserve Wealth Management |
700 Central Ave Suite 302, St. Petersburg, FL 33701 |
|
72732xxxx8 |
aar************@r***********.com |
|
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17484 |
|
18000 |
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Raymond James Trust NA |
880 Carillon Pkwy, St. Petersburg, FL 33716 |
|
80071xxxx5 |
aar************@r***********.com |
4 |
8 |
|
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17484 |
|
18000 |
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Merrill Lynch Wealth Management |
200 Central Ave, St. Petersburg, FL 33701 |
|
72782xxxx0 |
3d@l****.ml |
3 |
4 |
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Marshall Ames - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72789xxxx5 |
joh*******@c*.rbcwealthmanagement |
|
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|
12404 |
|
14000 |
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Jazz Wealth Managers, Inc. |
2300 Tall Pines Dr STE 126, Largo, FL 33771 |
|
72749xxxx4 |
dus***@j*********.com |
4.9 |
125 |
|
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Dynasty Financial Partners |
200 Central Ave 15th floor, St. Petersburg, FL 33701 |
|
21237xxxx0 |
3d@d***********************.com |
4 |
4 |
|
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204 |
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R. Clark Mason - RBC Wealth Management Branch Director |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72782xxxx3 |
joh*******@c*.rbcwealthmanagement |
|
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12404 |
|
14000 |
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Mavs Wealth Group |
7901 4th St N suite 300, St. Petersburg, FL 33702 |
|
|
jes**@m**************.com |
5 |
3 |
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Merrill Lynch Financial Advisor Mark C Carlson |
200 Central Ave, St. Petersburg, FL 33701 |
|
72782xxxx5 |
ale*********@m*.com |
3.7 |
3 |
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Merrill Lynch Financial Advisor Keith "Jake" Jacobus |
200 Central Ave, St. Petersburg, FL 33701 |
|
72782xxxx7 |
ale*********@m*.com |
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Charles Schwab |
6700 22nd Ave N, St. Petersburg, FL 33710 |
|
72720xxxx0 |
inf*@f*************.com |
4.2 |
17 |
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TD Ameritrade |
6700 22nd Ave N, St. Petersburg, FL 33710 |
|
72752xxxx5 |
|
3.2 |
10 |
|
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The Urie-Taylor Group - UBS Financial Services Inc. |
150 2nd Ave N Suite 1000, St. Petersburg, FL 33701 |
|
72789xxxx9 |
|
5 |
2 |
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Martin Capital Management |
705 14th Ave NE, St. Petersburg, FL 33701 |
|
81378xxxx5 |
137*************************************@w*****************.com |
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Merrill Lynch Financial Advisor William J Brooks |
200 Central Ave Suite 1400, St. Petersburg, FL 33701 |
|
72782xxxx2 |
ban********************@m*.com |
|
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|
Sandra Smith, Allison Butler, & Thomas Cowan - Morgan Stanley |
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701 |
|
72734xxxx9 |
|
5 |
1 |
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RBC Wealth Management Branch - St. Petersburg |
100 2nd Ave S Suite 800, St. Petersburg, FL 33701 |
|
72789xxxx0 |
3d@u*.rbcwealthmanagement |
|
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|
10863 |
|
12133 |
|
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|
The Kornerstone Group |
5901 Sun Blvd Suite 201 C, St. Petersburg, FL 33715 |
|
72774xxxx8 |
|
5 |
5 |
|
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|
Burkart & Company, P.A. |
5301 Central Ave, St. Petersburg, FL 33710 |
|
72789xxxx9 |
kbu*****@b***************.com |
3.5 |
2 |
|
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Bayview Wealth Group |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72789xxxx9 |
joh*******@c*.rbcwealthmanagement |
|
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Mark Wolf - Raymond James |
700 Central Ave Ste 205, St. Petersburg, FL 33701 |
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72732xxxx8 |
aar************@r***********.com |
5 |
1 |
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17483 |
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18000 |
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Trina O'Connell - Financial Advisor |
700 Central Ave #300, St. Petersburg, FL 33710 |
|
90456xxxx2 |
tri***********@n*.com |
5 |
7 |
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5 |
11 |
506 |
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535 |
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Michael Cohen - Raymond James |
One Progress Plaza, Ste 165, St. Petersburg, FL 33701 |
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72755xxxx5 |
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Raymond James Financial Services |
6500 Central Ave, St. Petersburg, FL 33707 |
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72738xxxx0 |
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Greg Helck - Raymond James |
One Progress Plaza, Ste 165, St. Petersburg, FL 33701 |
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72789xxxx8 |
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Apex Accounting Solutions & Tax Services, Inc. |
433 Central Ave, St. Petersburg, FL 33701 |
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72743xxxx5 |
ana***@g****.com |
4.8 |
14 |
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5 |
57 |
150 |
6 |
155 |
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St. Pete Wealth Management Group of Raymond James |
200 Central Ave 24th Floor, St. Petersburg, FL 33701 |
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72755xxxx7 |
aar************@r***********.com |
5 |
1 |
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17483 |
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18000 |
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Jacobson Wealth Management Group - Morgan Stanley |
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701 |
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72780xxxx7 |
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Transamerica Financial Advisors, Inc. |
570 Carillon Pkwy Suite 200, St. Petersburg, FL 33716 |
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72729xxxx0 |
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4.2 |
10 |
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Sterling Heights Financial Group, LLC |
2972 66th St N, St. Petersburg, FL 33710 |
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72498xxxx9 |
c18*****************************@s*****.wixpress |
5 |
3 |
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1261 |
22 |
1200 |
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Elevate Financial Planning & Wealth Management |
200 Central Ave N 5th Floor Suite 503, St. Petersburg, FL 33701 |
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72747xxxx6 |
chr*********@e**********.com |
5 |
52 |
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Waters Wealth Management |
6392 1st Ave N, St. Petersburg, FL 33710 |
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72734xxxx8 |
wil***********@r***********.com |
5 |
30 |
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504 |
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516 |
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Dudley Wealth Advisory of Raymond James |
200 Central Ave Fl 24, St. Petersburg, FL 33701 |
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72789xxxx8 |
leg************@r***********.com |
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17484 |
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18000 |
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MarketWise Asset Management |
136 4th St N Suite 208, St. Petersburg, FL 33701 |
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81344xxxx2 |
adm**@m****************.com |
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MacDonald Financial |
275 96th Ave N #4, St. Petersburg, FL 33702 |
|
72732xxxx9 |
e@m*****************.com |
5 |
3 |
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Thad Kuczynski - Raymond James |
880 Carillon Pkwy, St. Petersburg, FL 33716 |
|
72756xxxx5 |
3d@r***********.com |
5 |
2 |
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17483 |
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18000 |
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Cassandra Smalley Wealth Management |
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cas******@c***************.com |
5 |
2 |
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ARS Wealth Advisors (Formerly Anderson, Riley, & Spoor) |
111 2nd Ave NE, St. Petersburg, FL 33701 |
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72732xxxx1 |
20k**********@a********.com |
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Ken DeMarco - Financial Planner |
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26756xxxx1 |
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5 |
1 |
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James W. Howard - Morgan Stanley |
150 2nd Ave N Suite 1400, St. Petersburg, FL 33701 |
|
72730xxxx7 |
acc**********@m************.com |
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Aine Tomasso - RBC Wealth Management Financial Advisor |
100 2nd Ave S Suite 800, St. Petersburg, FL 33701 |
|
72750xxxx2 |
wms**********@r**.com |
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10870 |
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12144 |
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Kristin Smith - Raymond James |
200 Central Ave 24th Floor, St. Petersburg, FL 33701 |
|
72789xxxx8 |
aar************@r***********.com |
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17483 |
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18000 |
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Noelle Daniel Wealth Management LLC |
12651 Walsingham Rd Suite E, Largo, FL 33774 |
|
72740xxxx9 |
car***@n*****************.com |
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Harmony Wealth Partners of Raymond James |
880 Carillon Pkwy, St. Petersburg, FL 33716 |
|
50265xxxx4 |
aar************@r***********.com |
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17483 |
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18000 |
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Powers Wealth Group |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72782xxxx8 |
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Longview Wealth Advisors |
100 2nd Ave S Ste 402 N, St. Petersburg, FL 33701 |
|
81380xxxx4 |
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5 |
3 |
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Clarity Financial Advisors LLC. |
260 1st Ave S, St. Petersburg, FL 33701 |
|
72734xxxx6 |
inf*@t******************.com |
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DCH Wealth Management |
147 2nd Ave S Suite 403, St. Petersburg, FL 33701 |
|
72791xxxx7 |
ale*@d********.com |
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Jay Dolan, CFP® |
2553 1st Ave N, St. Petersburg, FL 33713 |
|
72734xxxx0 |
ari********@l**.com |
5 |
1 |
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Michael Glennon - Raymond James |
547 1st St S Suite 101, St. Petersburg, FL 33701 |
|
72738xxxx0 |
aar************@r***********.com |
5 |
1 |
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17484 |
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18000 |
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Marylou Ferguson - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
88852xxxx2 |
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Morgan Stanley Tower |
150 2nd Ave N, Saint Petersburg, FL 33701 |
|
72730xxxx0 |
bla****@f**************.com |
4.9 |
8 |
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564 |
12 |
638 |
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Thom Newcomb - Private Wealth Advisor, Ameriprise Financial Services, LLC |
424 22nd Ave N Unit 427, St. Petersburg, FL 33704 |
|
85038xxxx4 |
dns*****@a***.com |
5 |
4 |
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HD Money, Inc |
360 Central Ave Suite #1210, St. Petersburg, FL 33701 |
|
72737xxxx3 |
con****@o****.com |
5 |
20 |
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121 |
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142 |
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Donald Schultz - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72789xxxx7 |
don***********@r**.com |
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37 |
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39 |
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Suncoast Wealth Solutions, Inc. |
780 94th Ave N UNIT 107, St. Petersburg, FL 33702 |
|
72757xxxx8 |
ang********@l****************.com |
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122 |
2 |
125 |
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Daniel Maroney - Raymond James |
100 2nd Ave S Ste 704S, St. Petersburg, FL 33701 |
|
72789xxxx5 |
aar************@r***********.com |
5 |
1 |
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17484 |
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18000 |
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UBS Financial Services Inc. |
150 2nd Ave N Suite 1000, St. Petersburg, FL 33701 |
|
72782xxxx9 |
aar*******@u**.com |
1 |
2 |
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229870 |
|
242000 |
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LPF Financial Advisors |
970 Lake Carillon Dr ste 300 office 355, St. Petersburg, FL 33716 |
|
86689xxxx4 |
ano**@l**********.com |
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Bayview Private Wealth South |
200 Central Ave, St. Petersburg, FL 33701 |
|
72736xxxx1 |
cha*****@b************.com |
5 |
2 |
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195 |
11 |
201 |
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Merrill Lynch Financial Advisor J. Scott Jacobus |
200 Central Ave, St. Petersburg, FL 33701 |
|
72782xxxx2 |
ale*********@m*.com |
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Menke Financial |
700 Central Ave #300, St. Petersburg, FL 33701 |
|
72754xxxx8 |
kyl*******@n*.com |
5 |
1 |
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SWM Advisors |
1 Beach Dr SE Suite 301, St. Petersburg, FL 33701 |
|
72745xxxx1 |
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Scott Sutton - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72789xxxx0 |
joh*******@c*.rbcwealthmanagement |
1 |
1 |
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Cyndeo Wealth Partners |
200 Central Ave 23rd Floor, St. Petersburg, FL 33701 |
|
72747xxxx0 |
con****@c*******.com |
|
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183 |
3 |
228 |
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Steele Nugent - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72750xxxx4 |
lia*********@r**.com |
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Max Winger - Raymond James |
200 Central Ave Fl 24, St. Petersburg, FL 33701 |
|
72755xxxx2 |
aar************@r***********.com |
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17483 |
|
18000 |
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Edward Jones - Financial Advisor: Josh Boulware, CFP®|ChFC® |
6501 Central Ave, St. Petersburg, FL 33710 |
|
72734xxxx9 |
a.j*********@e**********.com |
5 |
16 |
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143 |
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Artistry Wealth Management |
700 Central Ave UNIT 300, St. Petersburg, FL 33701 |
|
|
ade********@n*.com |
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302 |
38 |
312 |
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Executive Consulting of Raymond James |
880 Carillon Pkwy, St. Petersburg, FL 33716 |
|
72756xxxx9 |
3d@r***********.com |
5 |
2 |
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17483 |
|
18000 |
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Bay View Capital Advisory Group, LLC |
6414 1st Ave N, St. Petersburg, FL 33710 |
|
72789xxxx3 |
and***@p*******.com |
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David Henwood - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72750xxxx7 |
dav**********@r**.com |
|
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5 |
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Raymond James Financial Services |
409 Pasadena Ave S, St. Petersburg, FL 33707 |
|
72730xxxx9 |
leg************@r***********.com |
|
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|
17484 |
|
18000 |
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Mangrove Financial Group |
9952 Gandy Blvd N, St. Petersburg, FL 33702 |
|
72737xxxx0 |
dbr***@m*********************.com |
4.9 |
12 |
|
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|
681 |
3871 |
737 |
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Stephen A. Stapp - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
|
72789xxxx8 |
joh*******@c*.rbcwealthmanagement |
|
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|
12404 |
|
14000 |
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Wells Fargo Advisors |
100 2nd Ave S Suite 400-N, St. Petersburg, FL 33701 |
|
72755xxxx2 |
a-p*************@w*****************.com |
|
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|
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|
189257 |
|
190451 |
|
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Infinity Tax and Financial Planning |
1700 66th St N #209, St. Petersburg, FL 33710 |
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72734xxxx6 |
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Powers Wealth Group |
100 2nd Ave S, Saint Petersburg, Fl 33701 |
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72782xxxx8 |
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Berg Wealth Management Group - Ameriprise Financial Services, LLC |
18167 US Hwy 19 N Ste 195, Clearwater, FL 33764 |
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72753xxxx8 |
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5 |
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Frank Lisboa Jr. - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
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21270xxxx1 |
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Michael Jensen - Raymond James |
100 2nd Ave S Ste 704S, St. Petersburg, FL 33701 |
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72726xxxx3 |
aar************@r***********.com |
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17483 |
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18000 |
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Merrill Lynch Financial Advisor Patricia Ann Hamblen |
200 Central Ave Suite 1400, St. Petersburg, FL 33701 |
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72782xxxx4 |
ale*********@m*.com |
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Align Wealth Management : Financial Planners, Wealth Retirement |
125 5th St S #201, St. Petersburg, FL 33701 |
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72745xxxx3 |
3d@a************.com |
5 |
2 |
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18774 |
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20000 |
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Sean Goodrich - Raymond James |
100 2nd Ave S Ste 704S, St. Petersburg, FL 33701 |
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72789xxxx0 |
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2 |
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Northwestern Mutual |
700 Central Ave #300, St. Petersburg, FL 33701 |
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72780xxxx4 |
ade********@n*.com |
5 |
11 |
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Frey Masterson Investment Advisors |
2713 1st Ave N, St. Petersburg, FL 33713 |
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72747xxxx4 |
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Wealth Bridge Financial Group |
100 2nd Ave S Ste 402 N, St. Petersburg, FL 33701 |
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72737xxxx2 |
dan@w*************************.com |
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309 |
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Jimmy Okun - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
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72750xxxx3 |
joh*******@c*.rbcwealthmanagement |
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12404 |
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14000 |
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Raymond James & Associates |
800 Carillon Pkwy, St. Petersburg, FL 33716 |
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72756xxxx0 |
aar************@r***********.com |
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1 |
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17483 |
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18000 |
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ON Wealth Management Group |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
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72750xxxx3 |
joh*******@c*.rbcwealthmanagement |
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John Marino - RBC Wealth Management Financial Advisor |
100 2nd Ave S # 800, St. Petersburg, FL 33701 |
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72750xxxx5 |
rbc*********@r**.com |
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Bruce Cook - Raymond James |
877 Executive Center Dr W Suite 303, St. Petersburg, FL 33702 |
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72757xxxx0 |
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Generational Wealth Partners - UBS Financial Services Inc. |
150 2nd Ave N Suite 1000, St. Petersburg, FL 33701 |
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72789xxxx0 |
ade*********@u**.com |
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Advanced Capital Management |
2500 Boca Ciega Dr N, St. Petersburg, FL 33710 |
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72754xxxx9 |
acm*******@v******.net |
5 |
10 |
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11 |
497 |
78 |
477 |
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Matt Harring, CFP - Raymond James |
880 Carillon Pkwy #32e, St. Petersburg, FL 33716 |
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72756xxxx4 |
har************@r***********.com |
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28 |
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Robert Trent Ulrich - UBS Financial Services Inc. |
150 2nd Ave N Suite 1000, St. Petersburg, FL 33701 |
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72789xxxx3 |
ade*********@u**.com |
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Florida Financial Advisors |
401 S 12th St #2, Tampa, FL 33602 |
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81333xxxx3 |
a-e@f********.com |
4.9 |
148 |
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375 |
27 |
396 |
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Sundial Financial Group Inc |
251 Corey Ave, St Pete Beach, FL 33706 |
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72736xxxx0 |
nic********@f*********.com |
3 |
2 |
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