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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-03-23
FL RA APPROVED 2011-11-29
  • TX RA
    APPROVED_RES
    Since 2017-03-23
  • FL RA
    APPROVED
    Since 2011-11-29

Branch Locations

Brownwood Paddock Square 2631 West Torch Lake Drive, The Villages, FL 32163 • United States

Ocala, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates The Villages FL 11/2011 Present
  • 11/2011 → Present
    Raymond James & Associates
    The Villages, FL
Previous Registrations
  • 2008-01-01 → 2011-11-14
    The Villages, FL
  • 2000-11-13 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    The Villages, FL
    The Villages, FL
    St. Louis, MO
Other Businesses

(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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-06
  • S63 Uniform Securities Agent State Law Examination
    2000-12-06

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