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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-18 |
| FL | RA | APPROVED | 2009-04-13 |
Branch Locations
7552 Navarre Parkway Suite 35, Navarre, FL 32566 • United States
Gulf Breeze, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Navarre | FL | 11/2004 | Present |
| Soundside Financial Services, Inc. | Navarre | FL | 05/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Navarre | FL | 04/2009 | Present |
| Soundside Divorce Planning | Navarre | FL | 01/2014 | 04/2021 |
| Next Adventure Wealth Advisors | Navarre | FL | 01/2016 | 02/2022 |
| Soundside Wealth Advisors | Navarre | FL | 02/2014 | Present |
(1)Name of Business: Soundside Financial Services, Inc. Address: 7552 Navarre Parkway, Navarre, FL, 32566, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/18/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Im set up as a subchapter S corp for tax and liabilty purposes. (2)Name of Business: Soundside Wealth Advisors Address: 7552 Navarre Pkwy Unit 35, Navarre, FL, 32566, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/23/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: No change. I'll remain as Branch Manager of existing RJFS Branch 6VR (3)Name of Business: YMCA of NW Florida Address: 165 East Intendencia Street, Pensacola, FL, 32501, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 10/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: The purpose of the Finance Committee is to be responsible for planning, organizing and monitoring YMCA financial resources and meeting YMCA guidelines. This is a volunteer position, unpaid.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-31 |
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