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Florida Securities Dealers

& Advisors

The Definitive Voice of, and Advocate for, Florida Securities Firms and Investment Advisors
for More Than 90 Years.

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INDUSTRY OUTREACH, EDUCATION OPPORTUNITIES & EVENTS

Since 1933, FSDA has been the voice of the securities industry in Florida. It is our mission to advocate on behalf of the industry and provide education opportunities for our members and Florida's investing public. View our upcoming events, event details and agendas, and register online.

Upcoming events

    • 04/11/2024
    • 10:00 AM
    • Sun City Center Community Hall
    Register



    Financial Frauds & Scams:
    How to Recognize Them and Protect Yourself –
    Don’t be a Victim

    April 11, 2024 at 10:00 AM
    (Doors open at 9:00 AM)

    Sun City Center Community Hall
    1910 S. Pebble Beach Boulevard
    Sun City Center, FL 33573

    Join the Florida Securities Dealers & Advisors for a panel discussion on the scope of financial fraud, current trends related to financial fraud schemes, how to protect yourself, and much more. Light refreshments and snacks will be available. Self-parking only.

    Moderator:

    Anthony Cavallaro
    Robinhood Financial, LLC

    Featured Panelists:

    Master Deputy Jeffery Merry
    Hillsborough County Sheriff’s Office
    Community Resource Deputy 

    Lia Skelton
    Raymond James Financial
    Director and Senior Counsel

    Karen Murillo
    AARP
    Associate State Director of Advocacy

    Anna Dennis
    Florida Office of Financial Regulation

    Gerri Walsh
    FINRA Investor Education 
    Senior Vice President

    • 04/18/2024
    • 7:45 AM - 12:00 PM
    • Tampa, FL
    Register


    FSDA 2024 Industry Outreach Program
     April 18, 2024

    USF CAMLS
    124 S. Franklin Street

    Tampa, FL 33602


    7:45 A.M. to 8:30 A.M. - Registration & Networking Breakfast
    8:30 A.M. to 12:00 P.M. - Industry Outreach Program

    Keynote Speaker: Robert C. Doll, Chief Investment Officer, Crossmark Global Investments.

    Panel Discussion: Joena Bartolini Mitchell, Founder & President, JBM Advisors, Kemal Kvakic, VP & Head of Innovation, Raymond James, and Brian P. Nally, Shareholder, Reminger. Moderated by Julia Richardson, SVP and General Counsel– Retirement Business, Benefits and Compensation, Raymond James.

    Fireside Chat: Commissioner Hester M. Peirce, U.S. Securities & Exchange Commission. Moderated by Norm Ashkenas, Chief Compliance Officer, Robinhood Markets. 

    *** CLE, CPA & CFP continuing education credit will be offered ***

    FSDA extends sincere appreciation to the following firms for their sponsorship support of the 2024 Industry Outreach Program:

    Diamond Sponsors



    Livestream Multimedia Sponsor


    Breakfast & Morning Networking Sponsor



    Platinum Sponsors


    Gold Sponsors






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