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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-11-08 |
| TX | RA | APPROVED | 2021-11-03 |
Branch Locations
7380 W Sand Lake Rd Suite 405, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Tampa | FL | 07/2014 | 11/2021 |
| Mml Investors Services | Tampa | FL | 09/2014 | 11/2021 |
| Raymond James Financial Services, Inc | Orlando | FL | 11/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Orlando | FL | 11/2021 | Present |
| Signature Wealth Partners | Orlando | FL | 11/2021 | Present |
(1)Name of Business: Carlson Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Control Person Position/Title: Successor trustee (Acting) Investment Related: Yes Start Date: 08/23/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administer the terms of the trust. I am the sole trustee as the successor to the original trustee/grantor. This is a family trust created by my father. (2)Name of Business: Catholic Charities of Central Florida Address: 1819 N. Semoran Blvd., Orlando, FL, 32807, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Facilities oversight (3)Name of Business: Signature Wealth Partners Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-07 |
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