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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-11 |
| AL | RA | APPROVED | 2017-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dothan | AL | 08/2009 | 03/2017 |
| Raymond James Financial Services, Inc. | Dothan | AL | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Dothan | AL | 04/2017 | Present |
(1)Name of Business: Bon Ton Lewistown, LLC Address: 312 W Main St, Lewistown, MT, 59457, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/24/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bought a commercial building which is currently being leased to a restaurant. I have no responsibilities outside of keeping it insured and general landlord duties. (2)Name of Business: Rehobeth Town Center, LLC Address: 649 Golf View Dr, Dothan, AL, 36301, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: No Start Date: 06/27/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bought 17 acres of vacant land in Southeast Alabama with the intention of developing into into a mixed use development. At this time, I am talking to civil engineers, architects, etc. Do not anticipate breaking ground within the next 12 months. (3)Name of Business: Sharptail Ridge Address: 1714 Valach Rd, Lewistown, MT, 59457, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 04/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Purchased a home in Lewistown, MT. (4)Name of Business: Wiregrass Events Address: 135 S Dalton St, Slocomb, AL, 36375, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wiregrass Events exists to promote community activities and occasionally organize/host an event. I don't do any of the work and spend no time on the project. (5)Name of Business: Wiregrass Wealth Management, LLC Address: 306 Regency Ct Ste 1, Dothan, AL, 36305, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/16/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wiregrass Wealth Management, LLC is the DBA for our Raymond James branch. 100% of activities/revenues are RJ related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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