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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-03-23 |
| FL | RA | APPROVED | 2011-11-29 |
Branch Locations
Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • United States
Ocala, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | The Villages | FL | 11/2011 | Present |
(1) Bikes for Tikes Ocala 1920 SW 12 Ave, Ocala, FL, 34471, Non-profit Position/Title: Officer - CEO I/R: Yes 11/24/2020 HPM : 2-10 HPM during trading hours: 0-1Duties: we collect bicycles and donations for needy families, churches, battered women and children shelters, and community outreach programs. (2) CM Capital Holdings LLC 1504 se 25th Terrace , Ocala, FL, 34471, Business Owner Position/Title: Partner I/R: No 06/10/2014 HPM : 0-1 HPM during trading hours: 0-1Duties: Buy, sell, and rent real estate (3) CM capital Holdings LLC 1504 SE 25 Terrace , Ocala, FL, 34471, Rental Real Estate Position/Title: Partner I/R: Yes 06/10/2014 HPM : 0-1 HPM during trading hours: 0-1Duties: Owner/partner of rental property (4) DGM Capital Holdings LLC 1920 SW 12 Ave , Ocala , FL, 34471, Rental Real Estate Position/Title: Partner I/R: Yes 11/16/2023 HPM : 0-1 HPM during trading hours: 0-1Duties: Very little. It's a commercial building that we are buying and will lease out to a business. (5) DGM Capital Holdings LLC 1504 SE 25 Terrace, Ocala, FL, 34471, Business Owner Position/Title: Partner I/R: No 12/28/2023 HPM : 0-1 HPM during trading hours: 0-1Duties: Partner (6) GTA Capital Holdings 1920 SW 12 AVE , OCALA, FL, 34471, Business Owner Position/Title: Owner/Proprietor I/R: No 08/01/2023 HPM : 2-10 HPM during trading hours: 0-1Duties: Invest in holding, development and selling of real estate. (7 GTA Aviation, 1504 SE 25 Terrace , Ocala, FL, 34471, Business Owner, Owner/Proprietor I/R: No 08/05/2026 HPM: 0-1 HPM during trading hours: 0-1 Duties: We are planning on buying a Helicopter in an LLC (8) Jacksonville Sharks 1504 SE 25th Terrace, Ocala, FL, 34471, Business Owner Position/Title: Owner/Proprietor I/R: No 12/16/2025 HPM : 0-1 HPM during trading hours: 0-1Duties: No day to day responsibilities. Just periodic meetings (9) Mathis Properties LLC 1504 SE 25 Terrace, Ocala, FL, 34471, Business Owner Position/Title: Owner/Proprietor I/R: Yes 07/06/2015 HPM : 2-10 HPM during trading hours: 0-1Duties: OWN AND OPERATE REAL ESTATE RENTALS, SALES AND REHABS. (10) Mathis Properties LLC 1504 Se 25 Terrace, Ocala, FL, 34471, Rental Real Estate Position/Title: Owner/Proprietor I/R: Yes 07/06/2015 HPM : 2-10 HPM during trading hours: 0-1Duties: Owner (11) MC Sports Holding LLC 1504 SE 25 Terrace , Ocala, FL, 34471, Business Owner Position/Title: Partner I/R: No 12/04/2025 HPM : 0-1 HPM during trading hours: 0-1Duties: It is a holding LLC to hold my minority stake in the Jacksonville Sharks indoor professional football team. (12) Signature Title & Escrow Services LLC. 1920 SW 12th Ave, Ocala, FL, 34471, Business Owner Position/Title: Officer - CEO I/R: No 06/11/2018 HPM : 2-10 HPM during trading hours: 0-1Duties: INVESTOR
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-06 |
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