David Mevoli is a registered investment advisor, based in St. Petersburg, FL, with 1 years of industry experience.
Location
100 2nd Avenue S, Suite 704S, St. Petersburg, FL, 33701
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David is the owner of Cross Stone Management LLC, a support company, and spends minimal time keeping financial records for yearly tax filings. This activity is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.