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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-08
TX RA APPROVED 2021-11-03
  • FL RA
    APPROVED
    Since 2021-11-08
  • TX RA
    APPROVED
    Since 2021-11-03

Branch Locations

7380 W Sand Lake Rd Suite 405, Orlando, FL 32819 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2014 → 11/2021
    Massachusetts Mutual Life Insurance Company
    Tampa, FL
  • 09/2014 → 11/2021
    Mml Investors Services
    Tampa, FL
  • 11/2021 → Present
    Raymond James Financial Services, Inc
    Orlando, FL
  • 11/2021 → Present
    Orlando, FL
  • 11/2021 → Present
    Signature Wealth Partners
    Orlando, FL
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-07
  • S63 Uniform Securities Agent State Law Examination
    2000-08-07
Designations

View on SEC IAPD

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