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Detailed Report
DANIEL GEORGE PETRE
Dan Petre, Daniel G Petre
CRD#: 6000260
IA
Investment Adviser
B
Broker
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 880 CARILLON PARKWAY
SAINT PETERSBURG, FL 33716
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 880 CARILLON PARKWAY
ST PETERSBURG, FL 33716
Registration History
20162017201820192020202120222023202420252026IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2021 - Present (3 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2017 - Present (7 years)BRAYMOND JAMES & ASSOCIATES, INC. (CRD# 705)2018 - 2020 (1 year)BRAYMOND JAMES & ASSOCIATES, INC. (CRD# 705)2016 - 2016 (<1 year)IARAYMOND JAMES & ASSOCIATES, INC. (CRD# 705)2019 - 2020 (<1 year)
License(s)

State Registrations

B
Florida 5/1/2017
IA
Florida 6/23/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018)
880 CARILLON PARKWAY, SAINT PETERSBURG, FL 33716
Registered with this firm since 6/23/2021
B
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694)
880 CARILLON PARKWAY, ST PETERSBURG, FL 33716
Registered with this firm since 5/1/2017
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 10/02/2019 - 06/05/2020 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) ST. PETERSBURG, FL
B
 08/20/2018 - 06/05/2020 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) ST. PETERSBURG, FL
B
 04/20/2016 - 10/19/2016 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) ST. PETERSBURG, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.